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UiPath Inc: “It’s losing money, and I don’t recommend companies that are losing money.”
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Cheniere Energy Inc: “Good yield, safe, long-term. … That’s the way I would go.”
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Equinor ASA: “[Enbridge] gives you a much better yield.”
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MP Materials Corp: “It does make money, and it is very well-run.”
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nLight Inc: “It loses money.”
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Petroleo Brasileiro SA Petrobras: “I’m not going there.”
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Amerisourcebergen Corp: “Call me a buyer of Amerisourcebergen.”
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BJ’s Wholesale Club Holdings: “I like BJ’s very much. … But my Charitable Trust owns Costco, and I do prefer them.”
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New Mountain Finance Corp: “We don’t know what they’re invested in, and as far as I’m concerned, therefore it’s too dangerous.”
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