X-Energy’s year-to-date stock performance.
X-Energy: “It’s losing too much money. Since rates started rising, I do not recommend companies that lose money because I will end up losing money for you.”
McKesson’s year-to-date stock performance.
McKesson: “McKesson is a winner. The stock is going to go much higher. It is exactly what you buy in this environment.”
Vishay Precision Group’s year-to-date stock performance.
Vishay Precision Group: “I have to tell you that it’s valued too high right now. I’d wait until it came in maybe 10% and then you can buy it.”
Medtronic’s year-to-date stock performance.
Medtronic: “I would buy [Medtronic instead of MiniMed]. …15 times earnings for Medtronic. I think the stock is right here.”
Cipher’s year-to-date stock performance.
Cipher Digital: “You can’t own Cipher because it is losing a ton of money. I mean, the reason why it’s going down is because it should be going down.”

