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Howmet Aerospace Inc: “I think aerospace exposure is incredibly important, and Howmet will give it to you.”
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Verizon Communications Inc: “I’m going to say it’s fine. I am not going to pound the table.”
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Medical Properties Trust Inc: “That yield’s too high versus the rest of its cohort. … So I’m going to say, you ought to pass on that.”
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UiPath Inc: “I actually believe in the company, but that company is losing money. … I am not going to compromise and suggest a company that is losing money.”
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Coupa Software: “They’ve been losing too much money, and they have to do that pivot to start making money. And when they do, the stock’s going to come back.”
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