USA Compression Partners’ year-to-date stock performance.
USA Compression Partners: “I think that’s real. Now, it did hit a 52 week high today, but I think that’s just another nice one to have, and it won’t go down as much as the others because it’s got that good yield.”
Taiwan Semiconductor Manufacturing Co.’s year-to-date stock performance.
Devon Energy’s year-to-date stock performance.
Devon Energy: “Devon’s a buy, plain and simple. It’s exactly what you should be buying right here because they have tremendous natural gas, and that’s what we’re great at.”
STMicroelectronics’ year-to-date stock performance.
STMicroelectronics: “We’re late, we’re late, we’re late. 51 times earnings does not make it for me, even if it’s a good company.”
Solv Energy’s year-to-date stock performance.
Solv Energy: “That’s a great niche company, and I salute you for bringing it to our attention.”

