Ultra Clean Holdings’ stock price performance from the beginning of the year to the present.
Ultra Clean Holdings: “This is one of the hottest stocks in the world. As long as data centers are doing well, the stock will continue to make money, but it’s expensive. Here’s what I would do: take out a quarter of the stock, take out some of the cost basis, and run the rest as another 15%.”
TE Connectivity’s year-to-date stock price performance.
TE Connectivity: “I think the stock price should be higher. I don’t understand why the multiple is so low. It should be the market multiple. I think this is a great stock.”
Voyager Technologies’ year-to-date stock performance.
voyager technologies: “This company is losing a lot of money. It may take a lifetime to make a profit.”
Symbiotic’s year-to-date stock price performance.
symbiotic: “I have to say, this company is profitable. I think the specs are very good. As I’ve said many times, I’m not against synbiotics. There are a lot of loss-making companies out there that people buy. That’s not the case here. I think the specs are decent. It’s too low.”
Enphase Energy’s year-to-date stock price.
enphase energy: “Too volatile, too episodic…This is one of the most difficult stocks to own in the world.”
GE Vernova’s year-to-date stock price performance.
GE Vernova: “The GE Bellnova is my favorite. It’s a product where charitable trusts have a very big place…I still say I’ll buy the GE Bellnova.”
