We like AbbVie (ABBV) on a fundamental and dividend growth basis and have been adding to it, says Nancy Tengler of Laffer Tengler investments. In an era of rising prices and slowing economic growth we prize Amazon (AMZN), she adds. Cloud and cybersecurity themes line up with their tech capex expectation, therefore they like PANW, NOW, CRM, and ADBE, to name a few.
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