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Enovix Corp: “There was a time when you and I would sit around … and just be celebrating over a glass of wine about [Enovix], but that ship has sailed.”
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ZIM Integrated Shipping Services Ltd: “This one is a momentum-driven stock whose momentum I think has peaked.”
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Yandex NV: “That’s not really trading. It’s kind of like, halted. Like, really halted. It’s a Russian stock.”
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Ferguson PLC: “It’s real, they make things, they sell them, they give you money back. It’s good. I say, I like Fergie.”
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Ionis Pharmaceuticals Inc: “If I want to own mRNA, I’m going to own Moderna.”
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JetBlue Airways Corp: “That company does not make money, but the travel business is so great. … So, I’m going to say it’s okay.”
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Peabody Energy Corp: “I just can’t recommend [coal] because I know it’s going away, and I’m not going to be the last guy to recommend coal in this country.”
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Stanley Black & Decker Inc: “Black & Decker’s cheap, it’s good, and I would buy it right here.”
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