VICI Properties: “I think it’s fine.”
STMicroelectronics: “I think it’s fine, I prefer Micron.”
Crown Castle: “Crown Castle is just ok. It’s not that well-run…I would not chase the stock.”
SLB: “I would buy the stock right here. It is the best of breed.”
New Fortress Energy: “I am shocked at how low that is…I think that you have to stick with it.”
Tetra Tech: “That is infrastructure, and it’s just kicking butt…Tetra tech is remarkable.”
Pure Storage: “I think I would hold on to it.”
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