Exelon: “I believe it is terrific. I might let you know it is a few bucks forward of itself, however I believe you have obtained a winner there.”
Clean Energy: “We are in favor of corporations which are really earning money now. There was a interval the place you would in to one thing and the corporate not earn cash and also you’d do OK. That firm’s obtained to ship on the earnings. It simply has to.”
CareTrust REIT: “If I’m going to personal assisted dwelling, I’m going to all the time go — even right here, with the yield appreciably decrease than yours— I’m going to go to Ventas. But I really do not wish to go to the group basically. It’s too onerous proper now. Too many issues can go flawed due to omicron.”
Charles Schwab: “I like Schwab very a lot. I’ve been a shopper of Schwab. … Morgan Stanley sells at a [price-to-earnings] a number of that’s half of Schwab. I believe that is why I like Morgan Stanley extra, however I’m not debating Schwab as being not an important firm. It is certainly an important firm.”
C3.AI: “We’ve obtained to grasp, it is obtained to earn cash. That’s the entire level. If they are not earning money, we’re not recommending it. We’ve obtained sufficient issues with those which are earning money. We do not want those that are not earning money. The just one that is not earning money that I actually like is Snowflake.”
Trade Desk: “[CEO] Jeff Green is actual. That firm is actual. I would not thoughts you shopping for extra of that inventory. I believe it’s a terrific firm.”
Roblox: “I like [CEO David] Baszucki. I believe Baszucki is nice. Now that’s one in all my couple metaverse names. I haven’t got a whole lot of metaverse names. That stays a strong metaverse identify, and my favourite in fact that we have now not talked about in like 36 hours, as I like Nvidia.”
Luminar Technologies: “No, no, look, I noticed there was an article in some publication saying Ford was prepared for a fall. As quickly as I see that I say go purchase some Ford. That one yields 2%, it is earning money. That’s what we’re searching for — corporations which are earning money within the EV-ICE house. And one in all them is Ford.”