Avery Dennison’s year-to-date stock performance.
Avery Dennison: “It always sells for a reasonable multiple. … I think you have a winner there.”
Ciena’s year-to-date stock performance.
Ciena: “I think Ciena is very good. I happen to like optical. You know, the one that I had liked for the Club was Corning. I’m waiting for it to come down and be able to get back in.”
FirstCash Holdings’ year-to-date stock performance.
FirstCash Holdings: “Because it’s a pawn shop company, I don’t understand that business model well enough to be able to opine on it.”
ING Groep’s year-to-date stock performance.
ING Groep: “People are very worried about Europe right now because of France. I think ING is good. … I happen to like Banco Santander very much too. I think you’re in good shape.”
Sarepta Therapeutics’ year-to-date stock performance.
Sarepta Therapeutics: “This is a very controversial stock. I want everything to work for people who have this and the families who have it, but I cannot opine on it because it’s just too difficult for me to understand.”
