MONDAY JUNE 24 I’m a Lilly guy. I’m not gonna deviate for some young company that actually need a bit from Pfizer I would say. To go against Lilly is very very hard. -On Viking Thera ($VKTX) When the president said that it’s gonna pause LNG building until 2028, that just wrecked the whole story….

I think you’re in great shape. I’m told, and I read a piece that says they got this new honey chicken—it doesn’t sound like junk food to me; it sounds like good food to me. That’s why Chipotle is probably going down, and I like it. Brian Niccol is a twofer; I like him at Starbucks -On Chipotle Mexican ($CMG)

MONDAY APR 28 This stock is trying to bottom. I think if you want to put a small position on LULU, you can do it now. -On Lululemon ($LULU) Take-Two is going up and has been going up endlessly because Grand Theft Auto new edition comes out this year. Why are we constantly focused on…

I like Wells Fargo right here (Buy, Buy, Buy). It’s going to be a fantastic year 2025. I would be a buyer of Wells Fargo -On Wells Fargo ($WFC)

I think this is a very difficult situation. They need to make a lot of money, and they have been trying. In the end, we need companies that make money. If they don’t pull out with their losses, it doesn’t matter -On MP Materials ($MP)

I’m a believer in Charles Scharf. He happens to be a head coach who knows exactly what to do. He would never be fooled by the things you saw on the field Monday night. I think it’ll go higher. -On Wells Fargo ($WFC)