Cerebras’ year-to-date stock performance.
Cerebras: “Good company, too expensive of a stock.”
Enterprise Products Partners’ year-to-date stock performance.
Enterprise Products Partners: “I think what you’re seeing is related to the fact that the 30 year is headed towards 6% maybe 6.25%, which I can ultimately expect that it could happen, and that’s causing Enterprise Products Partners to be weaker than expected. I still like the business; it’s a great LNG company. … It’s a really well-run company. I think you should own it.”
Argan’s year-to-date stock performance.
Argan: “I don’t know Argan.”
MasTec’s year-to-date stock performance.
MasTec: “This thing has been crushed. … I’m not going to get in front of that kind of selling.”

