Sesen Bio: “Take some off [the table]. If it doesn’t go right, this thing’s going to go to $1.”
Louisiana-Pacific: “What happens when that multiple shrinks it usually means that the earnings are going to fall apart next year. I disagree with that judgment. I’m with you. I know the stock can go lower because the chart is hideous, but I want to stick with Louisiana-Pacific.”
Gevo: “Gevo’s the kind of company that I think people should have room in their portfolio for because it’s a way to be able to have fuel that is not bad for — look, green chemicals are the future.”
Arlo Technologies: “I’ve got to do some work on that one.”
Nikola: “Life’s too short. Let’s pick another one of these.”
Advanced Drainage: “I think the stock’s going to come down, but I agree with you. I think it’s a very good situation. It’s just a nice, medium-sized-cap story about building and drainage.”
Marathon Oil: “Marathon Oil’s OK. It got an upgrade today. You know I prefer Chevron … but you’re going to be fine in Marathon. It’s just not as high quality as I would like, but it’s a $13 stock that’s probably going higher.”
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