Super Micro Computer’s year-to-date stock performance.
Super Micro Computer: “I think there’s major structural problems internally. I like Dell, which has really been a monster.”
Forgent Power Solutions’ year-to-date stock performance.
Forgent Power Solutions: I happen to like Forgent Power Solutions very much. I think maybe people don’t like it because it sells at 27 times earnings, but I’m with you, and I think you described it very well.”
Symbotic’s year-to-date stock performance.
Symbotic: “Now this is a good company. It actually makes money, but it sells at 100 times earnings. I can’t get behind anything like that.”
Corteva’s year-to-date stock performance.
Corteva: “I have not looked at this company.”
Polaris’ year-to-date stock performance.
Polaris: “This is a good example of a situation where the yield’s high, but that’s because it’s worrisome, and I’m not going to go with Polaris.”
