I heavily suggested that you buy (Buy, Buy, Buy) much more DuPont. I’m having a $100 dollar target for this club name. They are splitting it in three companies and I think they are worth dramatically more together. I want you to buy buy double D -On DuPont ($DD)
I think they have long term staying power, short term they have cash flow problems. Let’s wait until it’s clarified yet, so let’s be careful -On Boeing ($BA)
MONDAY JULY 29 You can buy some right here, or maybe when it breaks 40. The company is selling very inexpensively, and it’s a good one. -On Bank of America ($BAC) This is a solar play that is a very good company. It’s up a huge amount versus a lot of other stocks. It’s up…
THURSDAY AUG 1 Jeff and I literally discuss pulling the trigger today and buy Wells Fargo. It’s down way too much. Wells should be bought right here. -On Wells Fargo ($WFC) Here’s what I would do. Tomorrow morning take out your cost basis and let the rest run. That way you’ll never give back anything….
WEDNESDAY JULY 31 There’s a gigantic secondary coming on. A lot of insiders stocks going and I don’t like that because the company is losing a lot of money. I do not want to be there. -On Serve Robotics ($SERV) It’s a very very good bank (Buy, Buy, Buy). I never understood why it’s cheap….
I want to go on for this one for the long term, because they have a lot of great in-house companies. They’ll do very well. I like Blackstone -On Blackstone ($BX)
We’ve owned it for a long time. It’s been a huge winner, but I think its a hole here. I would own the stock -On Salesforce ($CRM)
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…