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Amerco: “It’s an inexpensive stock. … I think it might be a good place to be. I’ll do more work on it.”
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McKesson Corp: “I think McKesson is an incredible long-term holding.”
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Quanta Services Inc: “That’s a very, very good company. I think you could do a lot worse than that one.”
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BRC Inc: “I’m not recommending any companies that are losing money.”
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B&G Foods Inc: “It’s not working, and I think you’ve got to roll away from it.”
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TotalEnergies SE: “There are so many better oil companies.”
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PoleStar: “It’s an interesting spec, but again, another one that’s losing money.”
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Cleveland-Cliffs Inc: “I think you have Nucor at 4.5 times earnings. [It’s] just a better company.”
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Deutsche Bank AG: “We’ve got so many good banks in our country. … I’d rather see you in those.”
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Vail Resorts Inc: “I think that is an interesting and absolutely excellent way to play the travel situation.”
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Enovix Corp: “Losing a lot of money. Can’t be in there.”
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