Rivian: “No, I don’t think [it’s going to be the next Tesla]. I think that it’s going to be a very unsexy truck maker. I have to tell you, Ford has to sell its stock [in Rivian]. Why don’t we buy GM? I mean, [GM CEO] Mary Barra is doing a good job. If you want those vans, she’s got a whole van division. I know it’s a little old fashion. Let’s give it a shot.”
Gilead Sciences: “I’m not a fan. I haven’t been a fan. They have what I call big hat, no cattle, and I like ones that have cattle.”
AT&T: “Small hat, no cattle. There’s just not much too it. I’d rather see you in Verizon, which I thought [CEO] Hans Vestberg acquitted himself very well when he was on ‘Mad Money’ and told a better growth story.”
Berkshire Hathaway: “No. They are doing better quality work now than they ever have. I think the stock is just a superior, terrific buy.”
United Airlines: “I’m not recommending airline stocks right now. It’s just too tough, too competitive.”
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