In this edition, checking in on the hotel REIT recovery; looking at Palo Alto's strengths and weaknesses; where generative AI can pay off for patient investors; a
CRWD, EFX, AXP, NVS, MTB, DPZ
CSCO, VZ, WRB, JNJ, MRK, ABT, GLW, WM, TRV, CME, SO, CMI, TJX, OMC, KO, COP, HON, KR, VRTX, CL, AEP, VMC, LMT, ROP, CMCSA, WEC, MCK, PG, XOM, GPC, HD, MAR, WMT
CRWD
UAL, META, ABT, CFG, KMI, NOK, CTAS, KEY
NFLX