Jenny Harrington, CEO, Gilman Hill Asset Management

It's on her watchlist. She's keen to see next week's bank earnings and is bullish banks. KEY has been underperforming big. It reports Jan. 18.

Earnings could grow 8-10%, but this has run up so much that to sell now would mean paying huge capital gains. It's a phenomenal story, but prefers looking for something else in 2024 and will likely sell this next year.

Pays a 6.5% dividend and has a lot of cash flow.

Isn't much more upside from here. The S&P will top at 4,400-4,500. Doesn't see earnings rising to push stocks higher. We will be stuck and rangebound for a while. Stops are popping this week only because yields are falling and the market was wildly oversold.

Fortinet's 16% plunge today is unique to Fortinet, not Palo Alto and other peers. Prefers Palo because it's more diversified than Fortinet and has a better cash flow yield.

Trades at 11x earnings, $1.6 billion free cash flow, 12% free cash flow yield and no debt! But guidance was weak. Bottoming of demand is not here, but further ahead. Is up modestly today.

Price target raised a lot today to $60 which makes her nervous. She trimmed around $45 and $47. Demand in dining and travel is softening but overall the stock is solid. She's doubled her money.

Remember, it's down only 1.5% for the year. It's trading at 15x the entire theme park as if nothing else there is worth anything. This is very oversold and feels like a bottom. There is decent earnings growth in 2024-5.

Just added shares to AMBP. They start to generate a lot of cash in 2024. Pays an 11% dividend. We're seeing stabiity in aluminum cans.

Reported a good quarter yesterday and shares are climbing 13%. Are undervalued.

Bought this last May. A pandemic play that overcorrected after the pandemic as if the consumer was going to die. It didn't. It's down 20% recently on weak guidance. But she added shares today. Trades at 7x PE, pays a 7% dividend, makes $16 EPS to cover a $7 dividend, and their inventory is returning to normal a lot faster than they expected. Will buy more tranches if this declines more.

Trading at 19x PE, will have 24% earnings growth in 2024, then 17% growth in 2025 and are doing great cost-cutting. Is still a great business. Selling recently has been to rebalance portfolios and take some profits.

The regional banks have been reporting decent earnings, because net-interest margins are great and high rates are another benefit. She will buy names like PNC.

Is up 105% this year. She took some profits in September. They're taking market share and trade at 8.5x EBITDA vs. Old Dominion's 18x. That's a huge gap they can close. UPS's struggles worry her, though they are slightly different companies. Is a little nervous ahead of earnings.

She'd buy at $125. They've had to deal with a lot including the strike and inflation. Margins are under pressure from Amazon, but $125/share is the safe pre-pandemic PE and collecting a 5% dividend? She can live with that.