Scotts Miracle-Gro Company’s year-to-date stock performance.
Banco Santander’s year-to-date stock performance.
Banco Santander: “I not only liked the acquisition [of Webster Bank], but I thought it was so good that I actually wrote to the chairman Ana Botin, saying that is some franchise because I owned it when I was a hedge fund manager, 20 years ago. Buy Banco Santander.”
USA Rare Earth’s year-to-date stock performance.
USA Rare Earth: “No, the only one we’re recommending in that area is MP Materials.”
Alexandria Real Estate Equities’ year-to-date stock performance.
NextDecade’s year-to-date stock performance.
NextDecade: “I think you can go higher because the need for more LNG, I think it’s an okay idea. Not great. I happen to like others better. But you know what? It’s fine. It’s a nice spec.”
Maxlinear’s year-to-date stock performance.
Maxlinear: “Max linear has probably gone more parabolic than any other stock in the market. So therefore, I have to say, you have to wait for that thing to come down.”
Altria Group’s year-to-date stock performance.
Altria Group: “Altria is, you know, that’s Marlboro. I don’t recommend the tobacco stocks. I will tell you, since you have already, it has gone parabolic too and I think you should ring the register in half the position.”
Mastec’s year-to-date stock performance.
Mastec: “We had Mr. Mas on when we did the University of Miami show, which was so terrific. And I would tell you this, it is another company that I would have included at the top because it’s such a great one for the data center.”
