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Dutch Bros’ year-to-date stock performance.

Dutch Bros: “I think Christine is doing a remarkable job at Dutch Bros.”

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Ardmore Shipping’s year-to-date stock performance.

Ardmore Shipping: “I’m not a fan of Ardmore Shipping. I’m not a fan of most of the container and, and just kind of commercial cargo ships because they tend to be too episodic for me. So I’m going to take a pass.”

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

Super Micro Computer: “Sell. It doesn’t matter, I don’t care…Accounting irregularities equal sell.”

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FMC’s year-to-date stock performance.

FMC: “I love Philadelphia, but I can only rate that one a hold because I don’t like the sector it is in, crop chemicals, fungicide. No, I’m not there for that.”

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