GE Vernova: “I like that stock…We’re all looking for situations where we can play the environment and corporations, and we’ve got it.”
Veralto: “I think it’s a very well-run company…I’m not sure how much more we can go higher unless it makes an acquisition or really accelerates earning, and I don’t see that happening.”
Lam Research: “Lam Research has gone down too much…I’d rather be a buyer, but buy it slowly, do not buy it once, that will only lead to pain.”
Eastman Chemical: “I think the stock, with a 3% yield, is one of the better, one of the better plastic stocks in the market.”
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