Quanta Services: “I still think it is [a buy]. I think there is still a buildout. Right now, because of the election, it looks like things aren’t going to go well. I think when that’s over, you’re going to see more building going on. I like PWR.”
Planet Labs: “That’s Will Marshall [as co-founder and CEO]. I like Will. I met him through Marc Benioff. Look, I think it’s a terrific company. The stock went all the way up on a speculative bubble. Then it came all the way back down. It had a good day today. I think you should buy it. I think it’s done going down.”
Duke Energy: “I think it’s down enough that you can buy it. I’d like to get in at [a 4% dividend yield]. Right now it’s a little bit lower than that, because I do think the best piece of paper out there right now is the 5-year Treasury, which gives 5%. That’s going to give Duke a run for the money, which is why the stock’s been going down.”
