Turkcell Iletisim Hizmetleri: “That’ like a dice roll…That’s a bridge too far for me.”
Grail: “I actually like Grail a lot…I would be a buyer.”
Block: “I’m going to say buy half right now, and then if it breaks down below 53, then you can buy more.”
Healthpeak Properties: “It’s a reasonable REIT.”
Rubrik: “They’re doing very, very well.”
Edwards Lifesciences: “I think it’s a hold…I prefer Boston Scientific to Edwards Lifesciences.
Shake Shack: “…We have to wait another quarter.”
TransMedics Group: “I think that it’s an interesting company. I’m not going to necessarily recommend it right here.”
Arista Networks: “It’s never been this cheap that I can recall…Here’s the problem, it’s a data center stock.”
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