WEDNESDAY JULY 24 In the same Venn diagram I would actually put TradeDesk TTD, which is down very badly today. That’s the one you want to buy. -On Adeia ($ADEA) I’ve been always a believer in the gold stocks. It’s now always working out but right now it is. Yours is good. But I prefer…
This is central nervous system (CNS). If you can make a breakthrough in CNS, your stock will double, if not, it will just go down. That is a double-or-nothing stock right there -On Axsome ($AXSM)
MONDAY JULY 22 We’ve owned it for a long time. It’s been a huge winner, but I think its a hole here. I would own the stock. -On Salesforce ($CRM) Congratulations, that’s been a rocket. If I were you, honestly, I would take some off the table because you’ve got it already. Play with the…
He scared me on recommending the stock. He came on, he said there will be a bank that’ll fail every single week. I can’t recommend that stock, I mean he has to be a little more upbeat for me to think that this stock is worth buying. He talked me out of his own darn stock -On Starwood Property ($STWD)
I agree with you, Viking is terrific. I’ll put Viking and Carribean at the top of the heap. They are both excellent -On Viking Holdings ($VIK)
Go for it. Jayshree Ullal is an amazing businessperson and I think it’s a fantastic stock. I’m not getting in the way of you making a lot of money. That is more than fair, it’s a great one -On Arista Networks ($ANET)
MONDAY JULY 8 KKR is the foremost, the other one I recommend is Blackstone. Those are the two I feel the most comfortable to recommend. I trust these people and know what they up to. -On KKR & CO ($KKR) I see Ferguson stuff everywhere. I think it’s a very very good company, but if…
WEDNESDAY JULY 10 That is a terrific industrial company that making a really great move in the data center. I think the stock is going to $200. Dover is gonna be a big name for me in our monthly meeting for the club. -On Dover ($DOV) There are a lot of these high-tech companies that…
TUESDAY JULY 9 Morgan Stanley moved too much. We own it for the capital trust. We don’t want to buy it anymore. The only one I would buy in that group is Wells Fargo. -On Morgan Stanley ($MS) I wanna buy Reddit. I’m gonna throw Reddit and Pinterest in. These are two stocks that people…
MONDAY JULY 8 KKR is the foremost, the other one I recommend is Blackstone. Those are the two I feel the most comfortable to recommend. I trust these people and know what they up to. -On KKR & CO ($KKR) I see Ferguson stuff everywhere. I think it’s a very very good company, but if…