Stephanie Link, Chief investment strategist, Hightower

Trades at only 15x PE and the turnaround is happening faster than expected.

She added more Netflix and is slowly adding to it. She only recently started buying it for the first time, because it was always too expensive in PE. They're not buying Warners, so their story is much simpler. There's 20% earnings growth, 12-14% revenue group as operating margins expand and resume buybacks. Trades at a not-cheap 29x forward vs. 35x historic. Is still well below highs.

After talking to tech CEOs, she doesn't believe AI will take over their business like PANW's but rather will get even more business as companies use more AI to code. Doesn't see the catalyst with PANW, but fundamentals are strong and product revenues and margins are growing. They will buy back $1 billion in shares. Trades at 10x price to sales (CRWD is at 25x). She will stick with it and will eventually buy more, though present weakness is frustrating.

She trimmed it, after rising 76% the past year and trading now at 29x forward PE (vs. Meta's 16x). It's vulnerable here.

Trades at 16x PE, so cheap, growing at 26% revenues and 20% earnings. Because of AI, Meta raised guidance for both numbers already. She may add at these levels.

She doesn't own it yet, but with the end of the Warners deal (NFLX pulled out), investors can now focus on their strong fundamentals.

JPM raised their numbers last week and so will the group of banks. Buybacks are coming.

Likes the fundamentals and their digital operations. Recurring revenue is $1 billion. She may trim after a good run.

They beat on nearly metric recently. Trades at 11x EBITDA. She may trim. Free cash flow is double-digits, enormous, and they just raised the dividend.

She bought more. It's 11% below highs. Their last numbers were really good with the core business humming, same-store sales +5% vs. 6.4% last year, and guided higher and increasing market share. One problem is Foot Locker, which is a disaster, but they took a charge and are right-sizing and improving inventory. They will turn around Foot Locker. It could take a while, but they will turn around.

The union is escalating its strike; not a great headline. She added more this week and would buy even more on this news is shares fall further. They will resolve the strike eventually. The turnaround is just beginning. They saw the first positive same-store sales comp in two years. Are doing well in China.

A high-beta stock. She'd love to get back into it--needs a dip. Trades at 11x forward PE. Is delivering on comps. Is mad she sold it (at a profit).

The US banks trade below the S&P multiple and will benefit big from NII (net interest income) troughing. Trades at 0.9x book and yields 5%. Is bullish the sector.

Trades at 1.25x book value and almost a 3% dividend yield. Are growing revenues and increasing market share. Will benefit from IPOs and M&A. Wealth management generates recurring revenues. They keep costs low.