Friday, May 27, 2022
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Callon Petroleum has extra upside forward


ArcBest: “I like trucking. I like ArcBest, however you understand what, we did that basically good evaluate final evening of Union Pacific versus CSX, and Union Pacific’s intermodal enterprise is absolutely good. I would somewhat go together with diversification.”

Roblox: “We’re getting younger individuals in. Now this is the issue with Roblox: It is good for you … not good for lots of others. That is as a result of ever because the Fed modified its tune again in November, the market is just too indignant to love these long-term [growth stocks], nevertheless it’s OK for you. You’ve got acquired your entire life forward of you. You need to be a purchaser of Roblox as a result of it is an ideal firm.”

Ulta Beauty: “I believe Ulta is taking pictures the lights out. I believe Dave Kimbell is doing a incredible job. I believe Ulta is among the retailers that I need to personal down in steps — $315, then perhaps $300 choose some up. They’re actually doing properly.”

Jazz Pharmaceuticals: “I favored Jazz at one time, however Jazz is … a really cheap firm. I’ve to reopen why it is so cheap as a result of holy cow, one thing just isn’t proper there, so let me come again.”

Callon Petroleum: “No, you have not made something but. Callon is actual. I believe you’ve got acquired extra room, extra room on the upside. You keep lengthy that.”

Zynga: “That one is over. I imply, Take-Two [Interactive] is shopping for it. There’s consolidation happening on this business. It is unbelievable. And by the way in which, final evening on the Microsoft name, you possibly can see why they’re shopping for Activision Blizzard. It will make a lot sense. Purchase Microsoft.”

The New York Times Company: “I occur to love that CEO [Meredith Kopit Levien]. She’s sensational. I want she talked to me. As a lot as I just like the Athletic, she overpaid. … The New York Instances is a superb firm, however they paid somewhat an excessive amount of for that and that has actually harm the valuation. I’m sorry as a result of I believe it is a incredible product, each of them.”

F5: “That is the blokes who management mainly the ‘pink mild, inexperienced mild web freeway,’ however they did have a provide drawback, and there is not any room for errors anymore in any know-how firm.”

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