Monday, August 8, 2022
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Rio Tinto is a purchase

Desktop Metal: “No, we do not want to try this. We’ve got HP Inc. on earlier this week, and they will personal the 3D business and make cash, so it’s worthwhile to be in HP Inc. Image HPQ.”

Canada Goose: “It nonetheless sells at too excessive a a number of, and I need to level out that it is inconsistent earnings shouldn’t be for [us]. We will go elsewhere.”

Darling Ingredients: “I prefer it. … It jogs my memory of Renewable Vitality, the corporate that simply bought a bid from Chevron. I believe you keep it up. I like that decision.”

Tilray: “No, no. We like that [Innovative Industrial Properties] approach to have the ability to play it, the picks and shovels approach. The pot business is a really, very powerful business, not in contrast to playing. So, I am not there.”

Floor & Decor: “This to me, frankly, I am simply going to name it a poor man’s Lowe’s. I might moderately see you in Lowe’s. … Lowe’s had a fantastic quarter.”

Valvoline: “Automotive lubricants work for me.”

Rio Tinto: “I like Rio Tinto. [Buy, buy, buy]. It is minerals. Keep in mind, there is a bull market in minerals, and I embrace it.”

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