Boston Scientific’s year-to-date stock price performance.
boston scientific: “I think we have to hold it. I don’t understand why this has fallen so quickly. I know there’s a lot of competition. I don’t want to throw it away here, but I can’t expect to buy more with this.”
Nokia’s stock price performance year-to-date.
nokia: “This is in the data center. It’s considered part of the cloud part of the wedding layer cake I gave you. We also have a great defense contract. So we have cloud and defense capabilities. What can I say? This is a buy.”
Chewy’s stock price performance year-to-date.
chewy“There are a lot of stocks like this. They’re high-growth companies that haven’t necessarily smashed the numbers, and they’re in the retail business. And because they’re in the retail business, people feel like they can’t own a retail business because of the war. So this is definitely hurt by the war story…I can’t tell you to buy Chewy until the war is over.”
Applied Optoelectronics’ stock price performance year-to-date.
applied optoelectronics: “I don’t recommend buying these stocks here. They’re all going parabolic and that’s not good for the market.”
Ford’s year-to-date stock price performance.
ford: “It’s very difficult to own a Ford because there are warranty issues, there’s a war going on, and interest rates don’t seem to be going down. So I guess I’ll just have to pass.”
Eli Lilly’s stock price performance year-to-date.
Eli Lilly: “I have to say, I’m ready to beat Lilly. And I think that would be a really, really good thing. I’d love to sit down with one of Lilly’s guys and tell them how I feel because I think it’s a bull market for Eli Lilly.”
Caterpillar’s stock price performance year-to-date.
caterpillar“You know, people forget that Caterpillar is oil and gas, but we’ve been delivering a lot more oil and gas. Caterpillar is construction and infrastructure, and we’ve been doing a lot of infrastructure. And Caterpillar has the engines that will allow it to deliver the power it needs, allowing all of these hyperscalers to achieve the gigawatts they want. That means Caterpillar is a good stock to exit.”
