I like it. I am worried that the defense budget may be cut, but this is homeland security. I think it’s a good opportunity, the stock’s come down a great deal. Let’s pull the trigger (Buy, Buy, Buy).
-On Leidos Holdings ($LDOS)
TUESDAY MAY 27 I’d rather be in the Phillips, the PSX. We’‘ll see what happens. I think Valero’s already had too much of a run. -On Valero Energy ($VLO) It’s so high, and it’s losing so much money. But it’s quantum. It’s too speculative for me. -On IONQ ($IONQ) That stock is a rocketship. Again,…
MONDAY MAY 19 Zoom’s last quarter is pretty good. They do have some good apps. I think they’re doing a lot right, but it’s taking them a very long time. -On Zoom Communications ($ZM) IBRX is not a good stock. They’re losing money forever. I’m not in their camp. -On Immunity Bio ($IBRX) They’re now…
FRIDAY MAY 23 We’ve bought some just the other day for the capital trust. I just think this is a decent level to start a position if you don’t have any (Buy, Buy, Buy). -On Eli Lilly ($LLY) That one’s done. I say take your money out that you put in and then you can…
THURSDAY MAY 22 It’s actually the, I think the best of the lot these days. I just don’t want to stick my head out and get it cut off at a time when I think that OPEC+ is going to do another big slug of oil. -On ConocoPhillips ($COP) I like Vertiv. It bounced well…
WEDNESDAY MAY 21 Marvell is right to be bought here (Buy, Buy, Buy). This level at $60 is a (Buy, Buy, Buy) -On Marvell Technology ($MRVL) It had great revenues. You can ride it. This is a young person stock. It’s not clear that this stock is sustainable, but it’s a nice call. -On Pony…
TUESDAY MAY 20 No. I don’t like that, and that dividend is a sucker’s play. I don’t want you in that stock. -On ZIM Integrated ($ZIM) I’m going to have to say (Don’t buy, Don’t buy) because it’s just up too much. -On Mosaic ($MOS) It’s dead money. I don’t see much happening in the…
MONDAY MAY 19 Zoom’s last quarter is pretty good. They do have some good apps. I think they’re doing a lot right, but it’s taking them a very long time. -On Zoom Communications ($ZM) IBRX is not a good stock. They’re losing money forever. I’m not in their camp. -On Immunity Bio ($IBRX) They’re now…
MONDAY MAY 12 7.6% yield (Buy, Buy, Buy). The pipes are a great business here. They really are. -On Energy Transfer ($ET) I think it can bottom here. I still believe on the Seagen acquisition. Keep it here. -On Pfizer ($PFE) Very good stock. I would own the stock. -On Kinsale Capital ($KNSL) All the…
FRIDAY MAY 16 I think it continue to go higher. It fits the thesis of what we expect in the era of AI and the need to be in your game in non-AI jobs. -On Universal Technical ($UTI) I think Sezzle is in a crowded space. I would actually ring the register on some Sezzle….