Corteva’s year-to-date stock performance.
Corteva: “There is absolutely no reason you would want to own this one over Vylor.”
Onto Innovation’s year-to-date stock performance.
Onto Innovation: “We’re going to take a harder look at Onto because it’s another one of these companies that’s process control solutions, and they’re all really hard to understand.”
Apple Hospitality REIT’s year-to-date stock performance.
Apple Hospitality REIT: “If I think rates are going to 6%, then I can’t own that stock. You’re going to end up losing money if you buy that stock. And I think rates will go to 6%.”
EchoStar’s year-to-date stock performance.
EchoStar: “I read today a very informative piece about how EchoStar could get a bid from SpaceX, and it was very compelling. I’ve not liked the stock, but I certainly cannot be oblivious to that takeover.”
Jazz Pharmaceuticals’ year-to-date stock performance.
Jazz Pharmaceuticals: “You’re starting to go into a very speculative situation where they actually do make money, though. I’m going to say yes to Jazz Pharmaceuticals.”
