‘I’m not going to recommend’ Altria
Altria’s year-to-date stock performance.
Altria: “Altria is undervalued, but I’m not going to recommend it because I’m not going to recommend tobacco stocks…I just don’t think I should recommend something that is so bad for you.”
Super Micro Computer’s year-to-date stock performance.
Boeing’s year-to-date stock performance.
Boeing: “…I prefer not to be in a stock that is going to lose a lot of money for a long time.”
Becton Dickinson’s year-to-date stock performance.
Becton Dickinson: “This stock has broken down severely…If Robert F. Kennedy Jr. is going to be the head of HHS, then it’s going to hurt a lot of vaccines, it could hurt a lot of their business.”
IDEAYA Biosciences’ year-to-date stock performance.
IDEAYA Biosciences: “They have a lot of phase one stuff, and phase one is might early. Too early for me to bet on.”
AstraZeneca’s year-to-date stock performance.
AstraZeneca: “I just don’t know what is wrong…My god is this thing going lower.”
