Sphere Entertainment’s year-to-date stock performance.
Honeywell Aerospace’s year-to-date stock performance.
Honeywell Aerospace: “I can’t counsel owning that. … The CEO told Phil LeBeau three times that things were going quite well and they weren’t. I heard they were going quite well and they weren’t. Therefore, I have nothing good to say about Honeywell Aerospace.”
AppLovin’s year-to-date stock performance.
AppLovin: “Big guys have come into that market, and that’s why the stock’s going down. I prefer you to sell half now and sell half on a bounce.”
Cameco’s year-to-date stock performance.
Cameco: “I think Cameco is for real. I really do because I think we are going to embrace nuclear power, but it’s a three to five year issue.. … It will take three to five years … before we see real growth in the industry.”
QXO’s year-to-date stock performance.
QXO: “This is a loser . … QXO feels very wrong, but it’s Brad Jacobs and I don’t want to bet against him.”
Aflac’s year-to-date stock performance.
Aflac: “It is not an expensive stock, and it doesn’t have a killer amount of growth. But I don’t think it has that much risk down here.”
