Uber’s year-to-date stock performance.
Uber: “Uber is one great long-term stock. I am not backing away from that. … So the answer is, I am a buyer of Uber.”
Tanger’s year-to-date stock performance.
Tanger: “I think SKT is good. I saw a recommendation today of taking a price target from $45 to $46 for this $38 stock. It yields 3.25%, and I say buy.”
Rockwell Automation’s year-to-date stock performance.
Rockwell Automation: “Rockwell Automation is high, but it’s more robotics than it is data center, and I think it’s a great long-term situation. So I would say it’s a good idea, but don’t buy it all at once because the stock is one ugly chart.”
Neurocrine Biosciences’ year-to-date stock performance.
Neurocrine Biosciences: “Because it’s profitable, I’m going to say fine. Although I know that neurological issues are very hard, very tough. Most doctors, hospitals, medical companies don’t want to touch it, but I will say Neurocrine does good job.”
Amcor’s year-to-date stock performance.
Amcor: “I’m never going to fight anyone on 10 times earnings. But remember, they also have a kind of a non-fast-growing part of their business, and therefore there are issues, but not a lot that can’t be solved by that low PE.”

