Author: Roman

I’m worried about Wendy’s. That should not have a 7% yield. That to me says something may be wrong here…They have not demonstrated that they can pull it off in a very competitive world -On Wendy’s ($WEN)

I can’t recommend anything on a straight line. But if it pulls back a couple bucks, though, it’s good, because this should be one of the great pharma stories because it’s got the best growth in device and pharmaceuticals. I think it’s great-Abbot is a great company -On Abbott Labs ($ABT)

This is a meme stock. I’m never going to get in the way of a meme stock because you never know how high they can go -On SoundHound ($SOUN)

I like this company. This company now turned profitable. It’s doing a lot of good things. It’s not expensive on its growth rate. It’s speculative, but I like it -On Sportradar ($SRAD)

This stock has come down down down at this level. I cannot count in selling Cleveland-Cliffs at this level -On Cleveland-Cliffs ($CLF)

They’ve got tremendous design. Patrice Louvet is a dynamite. You’ve got a winner there -On Ralph Lauren ($RL)

I think Adobe has come so far down. I’m going to call it a buy -On Adobe ($ADBE)

This is a multi-year move. We’re not going to look at it on a quarter-by-quarter basis. I think it’ll be higher long term.

-On Amazon ($AMZN)

I want you to sell Viking therapeutics and roll it into Viking Holdings. It does not save lives, it does not lower your blood pressure, but darn to have a good time -On Viking Thera ($VKTX)

That is a sell – it doesn’t matter. Accounting irregularities equals sell.

-On SMCI ($SMCI)