TETRA Technologies: “It’s a very good company, and it did come up from the ashes. As a matter of fact, it’s come up so much, it’s up 28% for the year, so I cannot sanction buying it.”
Abbott Laboratories: “I can’t recommend anything on a straight line. But if it pulls back a couple bucks, though, it’s good, because this should be one of the great pharma stories because it’s got the best growth in device and pharmaceuticals.”
Nu Holdings: “This is a fintech company, and it’s a really hard company…I prefer SoFi.”
Casella Waste Systems: “This one has been around forever, and it just caught fire. I think it’s good, but, you know what, I am going to go back to WM.”
Wendy’s: “I’m worried about Wendy’s. That should not have a 7% yield. That to me says something may be wrong here…They have not demonstrated that they can pull it off in a very competitive world.”
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Disclaimer he CNBC Investing Club Charitable Trust holds shares of Abbott Laboratories.
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