Crocs: “…Crocs no, On yes.”
Sirius XM: “No, I’m going to disagree with you on this one…We’re going to stay away from Sirius.”
AutoZone: “AZO, I love it.”
Timken: “They’re levered to a bunch of industries that are really slowing down. As much as I like the company very much, I’m going to have to say no to Timken.”
Regeneron Pharmaceuticals: “Regeneron, I want you to own it.
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