THURSDAY SEP 12 It loses too much money, and when it starts to make money, even when it’s higher, I’m going to take a hard look at it. Companies losing a lot of money right now get no traction. -On IonQ ($IONQ) They’ve got unbelievable fishing equipment; Garmin is the real deal. We profiled it…
This guy, Alex Chriss, seems like a miracle worker. I’m a buyer of PayPal -On PayPal Holdings ($PYPL)
I’d rather see you in JPMorgan all the way down here. I still don’t understand the disparity between the book value and the actual stock, so I’m going to say no to Citi and yes to JP -On Citigroup ($C)
Vertiv has come down enough. I’ve had it with the sellers. (Buy, Buy, Buy). They time to sell has ‘come and gone’ -On Vertiv Holdings ($VRT)
Moderna is a problem. They should be making money and be able to do more with their money. They have not succeeded. They are losing money hand over fist. They’ve got to clean that up because that stock will not rally -On Moderna ($MRNA)
Too inconsistent, my friend. They don’t get my buy with that level of consistency. I suggest you do Stanley or Black & Decker, that’s the one my trust owns. They’re better operators -On Whirlpool ($WHR)
Moderna is a problem. They should be making money and be able to do more with their money. They have not succeeded. They are losing money hand over fist. They’ve got to clean that up because that stock will not rally -On Moderna ($MRNA)
TUESDAY SEP 1 It’s been a rocket but I think if you’re gonna be in robotics, you’ve got to be in ISRG, I like them. -On Procept Biorobotics ($PRCT) I like Zoetis very much. I think the suprise might be the Jets. I think the Jets may have a quarterback that could be very good…
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 ($CMG)
I think this is a very difficult situation. They need to make a lot of money, and they have been trying. In the end, we need companies that make money. If they don’t pull out with their losses, it doesn’t matter -On MP Materials ($MP)