EPR Properties: “EPR has been too rocky for me.”
Carnival: “Carnival is not the one I like right now, it is Royal. Royal Caribbean has the best systems right now, it’s got the best numbers. It’s the one you want, not Carnival.”
Whirlpool: “Too inconsistent. They don’t get my buy with that level of inconsistency.”
Dexcom: “I did not really care for that last quarter or the explanation of why things had slowed.”
SpartanNash: “…I really liked them, and I like that dividend.”
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