Illumina: “Illumina is nice, not simply because [CNBC contributor Dr. Scott Gottlieb] is on the board. They have unbelievable expertise, and I like the diagnostic enterprise. Purchase Illumina.”
Atai Life Sciences NV: “That is one which’s down so low that is it is now only a terrific spec, frankly. You do not know, it is a roll of the cube, but it surely’s spec and I might not promote it down right here. $6, I would be a purchaser.”
Riskified: “No, no. It IPO’d in July. That is simply an invite to be [crushed like shares of Peloton have recently been]. If you’d like that safety, purchase NortonLifeLock. We personal it for the [CNBC Investing Club] and it is closing on a really large deal. I believe that is the one to be in.”
Doximity: “Effectively, I used to be proper for awhile. Now I have been incorrect. I believe docs find it irresistible. Ask your physician. They are going to swear by it. This isn’t Teladoc by the best way, which has been fully [crushed like shares of Peloton have recently been], if not toasted. I believe that DOCS is nice, however like I mentioned, I have been incorrect. I believe it is an indispensable product, they usually earn money, which to me says good development.”
Enterprise Merchandise Companions: “I like EPD. You have bought dividend. You have bought rising volumes now. You have bought strong administration, yields 7.8% [at roughly $22 per share]. That may be a winner. I want [co-CEO] Jim Teague would come on. It might be nice.”
CNH Industrial: “I like that one very, very a lot. Something [agriculture,] you already know I like Deere. I yours too. I additionally like AGCO. I believe that is a winner.”
SoFi Applied sciences: “Effectively perhaps what occurred … is it ought to by no means have been up there. And by the best way, any person did an unbelievable secondary and bought the hell out of that factor at a very good value. I would really prefer to know extra in regards to the secondary than I might in regards to the inventory.”
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