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DraftKings Inc: “I feel safer in my DraftKings than I do in a crypto. That said, gambling, not yet, but that stock is very inexpensive.”
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Applied Industrial Technologies Inc: “It’s up 20% and that might be too much for the year.”
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Oxford Lane Capital Corporation: “They own these collateralized loan obligations, which is always the stuff people really worry about going into a recession, so I’m going to have to take a pass on this one.”
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Applied Materials Inc: “I think we have to wait and see what Micron says [in its latest earnings report] though, because they are the big daddy when it comes to that kind of semi.”
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M&T Bank Corp: “It’s falling apart, and you know what, for no particular reason. Very, very well-run stock.”
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Star Bulk Carriers Corp: “I have not been in favor of the carriers. I’m not going to change my mind.”
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