NextEra Energy: “I like them…I think you’ve got a good one. [buy, buy, buy!]”
Fastly: “No. I mean, they’ve missed the quarter too often. If you want to be in that, you want to be in Cloudflare.”
Danaher: “Danaher’s been bad for me…That last quarter was terrible, and, frankly, they were very smug on the call talking about how good it was, and that was a very ill-advised strategy that they adopted, and I don’t like it.”
IES Holdings: “That’s Jeffrey Gendell’s company. He is a, just an amazing man.”
SLB: “It’s the best house in a bad neighborhood, and we don’t want to be in bad neighborhoods…Really great company, but I don’t want to recommend the stock.”
A10 Networks: “A10 is up in a straight line, it’s a parabolic move. It’s a good company, but I can’t recommend parabolic stocks. Let that one come in.”
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