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…
MONDAY JUNE 24 I’m a Lilly guy. I’m not gonna deviate for some young company that actually need a bit from Pfizer I would say. To go against Lilly is very very hard. -On Viking Thera ($VKTX) When the president said that it’s gonna pause LNG building until 2028, that just wrecked the whole story….
FRIDAY JUNE 28 Another company that does processes and packaging for electricity and distribution. All of these companies are on fire. This is a good one. -On Powell Industries ($POWL) It didn’t have a great quarter. We’d rather own TradeDesk, I like that. -On DoubleVerify ($DV) This is a really interesting situation. Let’s say I…
THURSDAY JUNE 27 A lot of things I tried to look at, it’s one giant black box, except from the consumer product goods companies. So, I’m gonna have to say there’s other people better to ask. -On Palantir ($PLTR) GameStop raise enough money on the backs of the apes, the memes, the kitties, whatever, that…