Dollar General’s year-to-date stock performance.
Dollar General: “I think there are a lot of people who like the dollar stores just did not deliver great numbers and are not offering great value…Look, I’m not, never going to tell someone to sell a stock that’s down seven straight days, but I have to tell you, that is the negative thesis…”
Paycom’s year-to-date stock performance.
Paycom: “The problem with Paycom, it is one of those fintech companies. The fintechs are going out of fashion…I just think that is not a place to be. Fintech involved with employment, not a place to be.”
Tilray’s year-to-date stock performance.
Tilray: “Tilray is too dangerous. It is a spec stock that is losing money, and we don’t recommend stocks that are losing money.”
Fastly’s year-to-date stock performance.
Fastly: “They haven’t pivoted the profitability, and I’m not going to recommend a stock that hasn’t pivoted profitability that has a very high price to sales analysis, too high.”
Iridium’s year-to-date stock performance.
Iridium: “I actually think that Iridium’s doing quite well…It’s looking good.”
Pfizer’s year-to-date stock performance.
Pfizer: “I can’t tell you to sell it here, I just can’t. It’s just a very good company…They have a lot of optionality, I’m not going to tell you to sell Pfizer, not down here.”
