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Arthur J. Gallagher’s year-to-date stock performance.

Arthur J. Gallagher: “That is just a solid company…Sometimes stocks are just kind of just quietly going up, and that’s one of them.”

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Nu Holdings’ year-to-date stock performance.

Nu Holdings: “I’m not going to repeat my, my bullishness on it. Would be a mistake.”

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Waste Management’s year-to-date stock performance.

Waste Management: “That company is fantastic.”

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Fubotv’s year-to-date stock performance.

Fubotv: “…I’m going to have to say ‘ix-nay.'”

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AllianceBernstein’s year-to-date stock performance.

AllianceBernstein: “It’s just a great company. All systems go there.”

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Occidental Petroleum’s year-to-date stock performance.

Occidental Petroleum: “It’s got a lot of debt, and it’s just not that great…Get a better oil.”

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Western Digital’s year-to-date stock performance.

Western Digital: “I got to do some work on this thing.”

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Applied Materials’ year-to-date stock performance.

Applied Materials: “…I’ve got to tell you, capital equipment is so tied up with China that I can’t just get behind it anymore, even though I love these companies.”

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