Kratos Defense & Security Solutions’ year-to-date stock performance.
Equipmentshare.Com’s year-to-date stock performance.
Equipmentshare.Com: “I thought this would be like United Rentals, and it wasn’t. It’s disappointing, and I can’t stick with it.”
Cheniere Energy’s year-to-date stock performance.
Cheniere Energy: “I’ve never lost faith in Cheniere…I want to continue to back them because I think we’re going to own the LNG export market because we have the most of any country in the world.”
Phillips Edison & Co.’s year-to-date stock performance.
Phillips Edison & Co.: “I don’t know what it owns, and so therefore I’m afraid after this tremendous run that I’ll be coming in late for the party, and I can’t opine on what it has.”
Pool Corporation’s year-to-date stock performance.
Pool Corporation: “Pool needs more transactions in the housing business, and transactions are at a 40-year low, so I cannot recommend Pool.”
Super Micro Computer’s year-to-date stock performance.

