7.6% yield (Buy, Buy, Buy). The pipes are a great business here. They really are -On Energy Transfer ($ET)

I want to own Crispr—I keep seeing their name come up in all the science papers I read. Let’s put some away, and if it goes lower, we will buy more. -On Crispr Therapeutics ($CRSP)

FRIDAY MAY 16 I think it continue to go higher. It fits the thesis of what we expect in the era of AI and the need to be in your game in non-AI jobs. -On Universal Technical ($UTI) I think Sezzle is in a crowded space. I would actually ring the register on some Sezzle….

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MONDAY JUL 21 I’ve always felt that GVA was a takeover target. I do believe that the infrastructure play is still on, and therefore Granite is still on. -On Granite Construction ($GA) Momentum? That stock is up a 100% – that’s a big momentum. You’ve got to do a schnitzel (Sell, Sell, Sell). Take a…

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