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Rocket Companies Inc: “It’s such a good company, but when rates go up, it does poorly. And the Fed wants housing to slow. So therefore, their business is going to slow, too. Too soon to buy.”
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Garmin Ltd: “It’s fabulous. … I think their stock is great.”
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Mosaic Co: “I think Agco is cheaper, and I think Deere is better, and I want you on one of those two.”
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Jack in the Box Inc: “I say, let’s go for the best on the lower end: McDonald’s. And on the higher end, we’re going to go for Chipotle.”
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Physicians Realty Trust: “I think it’s okay. … I think Ventas is still better.”
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