Churchill Downs’ year-to-date stock performance.
churchill downs racetrack: “This is a very well-run gaming company. People tend to overlook that. It’s sold very cheaply compared to other companies. I know it’s underperformed a little bit here, but I think it has the potential to go higher.”
Valero’s stock price performance year-to-date.
Valero: “I think the day has come. I think it was a great trade. I want to ring the register. It was a real win. Don’t let it put you in the red.”
Perimeter Solutions’ year-to-date stock performance.
Regal Rexnord’s year-to-date stock price performance.
Regal Rexnode: “This is the kind of fundamental American company that is worth much more than its selling price. I’m glad you mentioned that. I say buy, buy, buy.”
Snap’s stock price performance year-to-date.
snap: “And $5 makes it $5.05. You know what’s disappointing about Snap? I can’t really think of anything that’s disappointing about Snap. It’s just disappointing.”
Marvell Technology’s year-to-date stock price performance.
marvel technology: “I have to say, at this price, $150, if you want to buy 100 shares, I’ll buy 25 shares. Then I’ll literally wait until it’s $100 and buy 25 shares.”
Akamai’s year-to-date stock performance.
Akamai: “They issued this big convertible bond and everyone’s running away from it. You know what? They all like cloudflareeven if it is much more expensive. But did you know? So am I. ”
