Tuesday, April 23, 2024
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Not recommending Nio or any Chinese language shares

Veru: “Veru is in [Phase 3] for a vital breast most cancers indication. They simply received fast-track designation by the FDA this morning. It is at $5. It made no sense that the inventory did not go as much as me. I assumed it ought to’ve been up on the information.”

Nio: “Nope. Not recommending that. Not recommending any of the Chinese language shares. Particularly, I do not like that inventory. I simply really feel like there are individuals who wish to speculate on a regular basis on China. This can be a completely different form of China than what we’re used to. It’s a communist nation that doesn’t appear to favor capitalist improvement anymore.”

Grab Holdings: “We thought that was attention-grabbing after we checked out it. We prefer it. It is received far more than simply Uber. … I just like the inventory. I prefer it. We appreciated it after we checked out it.”

International Paper: “Low cost inventory, however all the time an inexpensive inventory. I do not desire a inventory that is all the time an inexpensive inventory. I desire a inventory that strikes greater.”

SMART Global Holdings: “I’ve received to relook at it as a result of that is involving sensible telephones, and sensible telephones are beneath stress right here.”

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