GE Aerospace: “…You have to have planes last longer. And that means more GE business.”
Stryker: “Stryker’s a really good company…It’s just one of those companies that you just want to own it — I hate to say this — and forget about it, because that’s how good it is.”
Lantheus: “It’s very good…It’s a great place to be, particularly with all the things that are being done with AI.”
Essential Utilities: “It’s a great company…That is a terrific stock.”
Cava: “I like Cava…”
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