Aurora Cannabis’ year-to-date stock performance.
Aurora Cannabis: “I’m not fighting it. You can own it, it’s a nice speculative stock.”
Skyworks Solutions’ year-to-date stock performance.
Skyworks Solutions: “It’s very cheap, but I don’t have a catalyst. I would still rather own Nvidia than I would Skyworks.”
Sezzle’s year-to-date stock performance.
Sezzle: “We think Sezzle’s had its day. I don’t think we can recommend Sezzle any higher here.”
Build-A-Bear Workshop’s year-to-date stock performance.
Build-A-Bear Workshop: “I’m a holder. Not a buyer, because it just had that spike. But if it came down I would certainly be a buyer.”
Cerence’s year-to-date stock performance.
HighPeak Energy’s year-to-date stock performance.
HighPeak Energy: “Oil at $62 a barrel does not make me interested. If you think oil’s going to go up you do have a winner, though. HighPeak is levered to the price of oil more than almost all of them.”
Republic Services’ year-to-date stock performance.

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