You want to buy Viking. We’re not going to care about the day to day of what’s stock is being offered. What matters is this is a really fine company and it would do well for multiple years beause they have many ships coming in. Buy Vikings -On Viking Holdings ($VIK)
I’m a believer in Charles Scharf. He happens to be a head coach who knows exactly what to do. He would never be fooled by the things you saw on the field Monday night. I think it’ll go higher. -On Wells Fargo ($WFC)
I like Pfizer here. I like the 5.6% yield, their cancer strategy, and what Dr. Bourla is doing. The answer is yes, buy more -On Pfizer ($PFE)
MONDAY SEP 16 Red hot stock but the cohort is red hot. I don’t think it’s done. I think it can go higher. -On Nextera Energy ($NEE) No growth. I don’t want to touch it. Too controversial. Too crazy. Let’s move on. -On Herbalife ($HLF) It’s probably a top 5 stock in the entire market….
Vertiv has come down enough. I’ve had it with the sellers. (Buy, Buy, Buy). They time to sell has ‘come and gone’.
-On Vertiv Holdings ($VRT)
That is incredibly incredibly good. This is a company that makes two-way radios, barcodes, a lot of government infrastructure, and just coins money. -On Motorola Solutions ($MSI)
THURSDAY SEP 12 It loses too much money, and when it starts to make money, even when it’s higher, I’m going to take a hard look at it. Companies losing a lot of money right now get no traction. -On IonQ ($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)