Ultra Clean Holdings’ year-to-date stock performance.
Ultra Clean Holdings: “That’s one of the hottest stocks in the world. As long as the data center stays hot, the stock is going to continue to make money, but it is expensive. Here’s what I would do: I would take a quarter of it off, get some of that cost basis out, and then let the rest run for another 15%.”
TE Connectivity’s year-to-date stock performance.
TE Connectivity: “I think the stock should be higher. I don’t understand why the multiple is so low. It should be a market multiple. I think this is a terrific stock.”
Voyager Technologies’ year-to-date stock performance.
Voyager Technologies: “This company is losing so much money. It may take a lifetime before they make money.”
Symbiotic’s year-to-date stock performance.
Symbiotic: “I have to tell you, the company is making money. I think it’s a very good spec. I reiterate that I am not against Symbiotic. There are so many losing money companies out there that people buy. This one is not. I think it’s a decent spec. It’s too low.”
Enphase Energy’s year-to-date stock price.
Enphase Energy: “It’s to erratic, too episodic…This thing is one of the hardest stocks in the world to own.”
GE Vernova’s year-to-date stock performance.
GE Vernova: “GE Vernova of those is my favorite. It’s one that the Charitable Trust has a very big position…I say still buy GE Vernova.”
