Nancy Tengler, Chief Investment Officer at Laffer Tengler Investments, joins Oliver Renick (@OJRenick) on the AmeriTrade Network. This week she focuses on talking about a growth at a reasonable price (GARP) investment strategy.

Cloud and cybersecurity themes line up with their our capex expectation, therefore Laffer Tengler currently likes PANW, NOW, CRM, and ADBE, to name a few. (Source)