Woodward is ‘a very good company’

Photronics: “They missed the quarter really badly. So, what we do when we have something like that, we put it in penalty box until we see the next quarter, because we just can’t believe that there was just one. It was very disappointing.”

Woodward: “I happen to think it’s a very, very good company. You’re not going to get this company for less than 30 times, it’s going to be 40 times earnings, which it is, but to engineer products, industrial engines, it’s what’s working now during this administration, and I recommend it.”

MannKind: “100% speculation, total speculation in my book. I talk about how you can have one speculation, and then you have to have other stocks that are going to be a little bit more earnings oriented. This would fit as that speculation, so I bless it for that purpose only.”