Nordstrom: “Two-year time horizon? No. It still hasn’t changed, not when we have so many great retailers that are dominating. Look, I would rather own Walmart than Nordstrom, to be honest. I would rather own Target.”
Workhorse: “It’s incredibly speculative. Speculation has been working. … I think it’s flavor of the month, but you know what, it tastes good.”
Ameresco: “I am a big believer in renewable energy … You can put 5% of your portfolio into this, but no more, please. These are really speculative.
Zoom Video Communications: “Zoom reversed at present. … I believe that individuals do not need to hear this, however this sell-off is really an opportunity in Zoom. So I’d begin, however begin small. Why small? Because that reversal at present scared a lot of individuals and is going to deliver out extra sellers tomorrow.”
GlaxoSmithKline: “No want. No want to purchase extra and the explanation I say that is as a result of they do not have the earnings progress that you really want. They simply do not and so far as I’m involved the issue with Glaxo is that individuals simply need it for the yield, 4.7%. I like progress relating to medicine. I really suppose Bristol-Myers‘ a higher purchase.”
World Wrestling Entertainment: “No. If you are starved for [sports], what you must go do is purchase a online game inventory. I believe it is a higher wager as a result of I do not know when stay is going to return again.”
Rite Aid: “Rite Aid I imagine is what we name, John, a quick squeeze. There are a lot of individuals betting in opposition to it. I do not suppose it is doing that properly. I do not know in case you caught Walgreens final week, however all the way in which out on the seaside I noticed that was dangerous. These guys aren’t practically anyplace pretty much as good as Walgreens.”