Lemonade’s year-to-date stock performance.
Lemonade: “I wish they could make some money … That would make it into a better stock and a better company.”
Aurora Innovation’s year-to-date stock performance.
Aurora Innovation: “I am not going to make a determination on Aurora Innovation until I get Chris Urmson on.”
Weyerhaeuser’s year-to-date stock performance.
Weyerhaeuser: “If rates go up, this stock goes down, and people think rates are going higher. If you think rates are going lower ultimately, then you would start buying the stock right here. I’m more bullish on it than the rest of Wall Street.”
Carpenter Technology’s year-to-date stock performance.
Carpenter Technology: “[Buy, buy, buy]. You have a terrific company there. What a great chart too. I think I would buy some here and buy some if it comes down. But definitely add some right here.”

