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SoFi’s year-to-date stock performance.
SoFi: “I like SoFi…I think it goes to new highs.”
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Roku’s year-to-date stock performance.
Roku: “I think the stock has some upside because they are doing some pretty terrific things in streaming, so I’m ok with it.”
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GE Healthcare’s year-to-date stock performance.
GE Healthcare: “It’s inconsistent and too controlled by China, not America. So I am not going to be a backer. I am going to say the fabled [don’t buy, don’t buy, don’t buy].”
Constellation Brands: “The beer business is soft, the spirits business is not so good, and, frankly, I expected more from the company. I think the company has been a very big disappointment…I don’t need to be in stocks that have been disappointing.”
