Innovative Industrial Properties: “I think that’s an interesting stock and it’s got a good yield.
Draftkings: “This inventory has been a red-hot inventory” and “they’re the soul, principally, the soul of sportsbook. I suppose that they are good guys” and “I’m not going to wager towards them.”
Teradyne: “I would own that.”
Big Lots: “It’s acquired an activist in there and you may see some life and I haven’t like Big Lots traditionally, however the activists are very, very sensible” but “if the activists get out, it’s a must to get out.”
Jumia Technologies: “We’re going to take a cross on Jumia.”