Shopify: “I think you just had the chance to buy these shares down 23% from the maximum value and that’s exactly what you want, because this company is turning off the lights.”
Fisker: “I like Fisker and I like Lucid, that is [merging with] Churchill IV. Now, I know that these stocks have been hammered, but here’s what you need to know: they will probably be the two winners in the whole culture, and this culture will end up getting a grant in Washington. “
Callaway Golf: “I really like that action.”
Juniper Networks: “I think their product suite is better than it used to be. Remember, they face a lot of good companies, that’s the problem. And if you know which one I like … it will be Cisco because I think [CEO] Chuck Robbin does a great job. “
Kroger: “I believed that [CEO] Rodney [McMullen] he did a great job on investment day. … I like the stock, even if I find supermarkets a dubious, dubious investment. “
Bill.com: “I think their product has great value.”
Petco Health: “I think Petco is a better stock than the chart certainly shows. The problem with Petco, honestly, is Chewy … [which has] more mojo “.
Royal Dutch Shell: “I don’t really want you in this, but what I would like to be, by the way, is Pioneer.”