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)
WEDNESDAY AUG 28 We are back in that moment where we will not recommend a company that’s losing a ton of money. -On Serve Robotics ($SERV) This stock can higher. This is precisely the kind of stock you should buy at this stage of the cycle. Hold on. -On Builders Firstscre ($BLRD) I think you’re…
I believe Michael Dell. The stock is down from $179 to $111, that seems to be decent risk-reward. I’m saying you can buy it. -On Dell Technologies ($DELL)
I think that Intel is getting whacked by AMD. I think it has nothing that can possibly lay a glove on Nvidia. I much prefer ARM Holdings -On Intel ($INTC)
The problem is that this company doesn’t make money. I know we want to explore nuclear energy as a way to get cheaper power for the data centers, but I’m not going to recommend Nano as a way to do it -On Nano Nuclear Energy ($NNE)