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Altria’s year-to-date stock performance.

Altria: “Altria is undervalued, but I’m not going to recommend it because I’m not going to recommend tobacco stocks…I just don’t think I should recommend something that is so bad for you.”

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Super Micro Computer’s year-to-date stock performance.

Super Micro Computer: “…Accounting irregularities equal [sell, sell, sell!].”

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Boeing’s year-to-date stock performance.

Boeing: “…I prefer not to be in a stock that is going to lose a lot of money for a long time.”

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Becton Dickinson’s year-to-date stock performance.

Becton Dickinson: “This stock has broken down severely…If Robert F. Kennedy Jr. is going to be the head of HHS, then it’s going to hurt a lot of vaccines, it could hurt a lot of their business.”

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IDEAYA Biosciences’ year-to-date stock performance.

IDEAYA Biosciences: “They have a lot of phase one stuff, and phase one is might early. Too early for me to bet on.”

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AstraZeneca’s year-to-date stock performance.

AstraZeneca: “I just don’t know what is wrong…My god is this thing going lower.”

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