‘I do not like MiniMed’

MiniMed: “Medtronic got rid of it, and I don’t want anything to do with it. I do like Medtronic, but I do not like MiniMed.”

Rambus: “It’s never really intrigued me. There’s no real catalyst. It just kind of sits there. I see no reason to buy it.

L3Harris: “I kind of like L3 Harris to tell you the truth. I’ve actually been looking at it, and I’ve been saying it just isn’t that bad. … How do you pick a bottom in a stock like L3Harris? You don’t. Say you want to buy 100 shares, buy 25 here, and then you use three, five point increments to be able to get it.”

GigaCloud: “I have to tell you, this thing is such a rocket ship. This is one of the most speculative stocks on earth. If you want speculation, I say GigaCloud.”

Archer-Daniels-Midland: “Archer-Daniels has kind of done nothing for a very long time until now, and I actually think it’s a terrific idea for you. I also like Deere. I like the ag business, not just because it’s midterm elections. I think Archer-Daniels’ time has come.”

Babcock & Wilcox: “You didn’t catch the bubble. It’s all the way down. It’s a pretty good spec at five bucks. Don’t put too much money into it, but I think it’s a nice speculation.”