JFrog’s year-to-date stock performance.
jayfrog: “JFrog is a very good company, but it’s a multiple stock with a high price-to-earnings ratio. Even though interest rates have fallen this week, I think it was a time when you wanted to lock in profits rather than buy. But it’s a good company.”
Archer Aviation’s year-to-date stock performance.
Forgent Power Solutions’ year-to-date stock performance.
Forgent Power Solution: “I think it’s a really, really good company, and it’s underperformed quite a bit. … I’m going to celebrate that.”
Oracle’s stock price performance year-to-date.
oracle: “Despite the low price-to-earnings ratio, the company has a lot of debt. And we’ve become increasingly negative about debt-laden companies. They released a very good report this week and I’m more confident, but I feel like they’re very good as a company, not just as a stock.”
Tractor Supply Company’s year-to-date stock performance.
tractor supply company: “Okay, this stock is down 17x. …Maybe the time has come. That seems to me to be a rationale. I know those are dangerous words, but I think it’s a rationale, and I still think it’s a very good concept.”
