Sphere Entertainment’s year-to-date stock performance.
Honeywell Aerospace’s year-to-date stock performance.
honeywell aerospace: “I can’t advise you on owning it. … The CEO told Phil LeBeau three times that things were going very well and they weren’t. I heard things were going very well, but they weren’t. So there’s nothing I can say about Honeywell Aerospace.”
AppLovin’s year-to-date stock performance.
App Labin: “A big player has entered that market, so the stock price is going down. I think it would be better to sell half of it now and sell half of it when it rebounds.”
Cameco’s stock price performance since the beginning of the year.
Cameco: “I think Cameco is serious. They’re serious about it because they think they’re going to go nuclear, but this is a three to five year problem. … It’s going to take three to five years before you see any real growth in the industry.”
QXO’s year-to-date stock performance.
QXO: “This is a loser. … QXO feels very wrong, but his opponent is Brad Jacobs. I don’t want to bet on him.”
Aflac’s stock price performance year-to-date.
Aflac: “It’s not an expensive stock and it doesn’t have killer growth rates. But I don’t think there’s too much risk here.”

