Energy Transfer: “It trades with the whole group, and the group is actually trading very, very well…You’re in good shape with ET.”
Walgreens: “…Tim Wentworth is really an excellent CEO. The bad news is you’re up against Amazon…I’m a a believer in Tim, I really hope it works. But that is a one tough spot he’s got himself in.”
Coterra Energy: “It can make money even at these levels…I think you buy the stock.”
E.l.f. Beauty: “This is a very tough situation because all of cosmetics are in a downturn that is so staggering that it caught everybody by surprise…I don’t want to make a single call on a group decline. I do think that, that when they come back this one will come back faster than all of them.”
Dover: “I think it’s going to be a good quarter…It’s in the data center, that’s why we like it.”
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Disclaimer The CNBC Investing Club Charitable Trust holds shares of Coterra Energy, Dover and Amazon.
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