Covetrus: “I need you to try this. I really assume this group is so oversold. You realize we had Zoetis on final week. I feel animal well being is right here to remain. I do not know in case you noticed Petco, how dangerous it is doing. However that that is acquired a nasty stability sheet. I like your organization as a result of I like prescription administration and pets.”
Veeva Systems: “They’ve determined that Veeva has by no means completed something proper, and but it is persistently completed issues proper. However it’s at 56 occasions earnings. You are going to have to present it some berth. Which means it is going to have the ability to nonetheless go down a bit earlier than it will get low-cost, and we would like low-cost.”
T-Mobile: “I feel [CEO] Mike Sievert is a winner. If I needed to begin a place in T-Cell, I most likely would begin some proper right here. It does promote at a excessive a number of, but it surely’s making a ton of cash.”
Wheels Up: “I like [CEO] Kenny Dichter very a lot, however I’m not recommending SPACs except they’re being profitable. Final I appeared that one isn’t making some huge cash, and that is the issue.”
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