NextEra Energy: “NextEra is the quickest rising utility. I believe it is terrific, and I truly can be a purchaser right here tomorrow morning.”
Spero Therapeutics: “That is the peak of hypothesis. It does not make any cash in any respect. You actually are hoping that one other drug firm will purchase that firm. That is what should occur.”
Moderna: “If we’re close to the top of Covid, then Moderna must proceed to go down a bit extra, and Pfizer represents a greater purchase.”
On Holding: “I believe there are too many shoe corporations. I believed that was one in all them. I did not like Allbirds, I did not like On. I simply don’t love these sorts of corporations. They’re too costly, and so they do not make any cash. I imply come on, you have to generate profits right here.”
Sanofi: “We have had [CEO Paul Hudson] on a bunch of instances. I really feel the identical approach, 3.7% yield, it is wonderful. … It is good.”
Lincoln Electric: “That is a extremely good firm. Lincoln is a really, excellent firm. There we go: An organization that makes issues, builds issues, sells them for a revenue. Sure. Hallelujah.”
AMN Healthcare Services: “[CEO] Susan Salka is terrific. The inventory has come down quite a bit. Sells at solely 13 instances earnings. I say it’s important to nibble proper right here. Proper right here. I prefer it.”
23andMe: “It is a SPAC. Look, I believe 23and Me, I believe GlaxoSmithKline ought to go purchase them. But when they do not purchase them, it’s going to go decrease nonetheless.”
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