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CoreCivic Inc: “Let’s just stay away.”
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Inmode Ltd: “If you want med tech, you just want Edwards Lifesciences.”
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Western Midstream Partners LP: “This one’s got a great yield, really good story.”
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SGHC Limited: “They are doing well, and I don’t say that idly.”
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Enterprise Products Partners LP: “They are the best in what they do.”
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United States Steel Corp: “If you’re going to own a steel company, which I don’t honestly recommend right now, you’re going to own Nucor.”
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Teva Pharmaceutical Industries Ltd: “I would prefer to see you in something like a [Johnson & Johnson].”
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AST SpaceMobile Inc: “I do not know that company, but we will do homework on it.”
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