Rivian: “No, I don’t think so. [it’s going to be the next Tesla]. I think it’s going to be a very unsexy truck builder. I have to tell you that Ford has to sell its stock [in Rivian]. Why don’t we buy GM? I want to say, [GM CEO] Mary Barra does a good job. If you want those vans, she’s got a whole van division. I know it’s a bit old fashioned. Let’s try it.”
Gilead Sciences: “I’m not a fan. I haven’t been a fan. They have what I call a big hat, no cattle, and I like those with cattle.”
AT&T: “Little hat, no cattle. There’s just not much more. I’d rather see you at Verizon, which I thought [CEO] Hans Vestberg acquitted himself very well when he was on ‘Mad Money’ and told a better story of growth.”
Berkshire Hathaway: “No. They’re doing better quality work now than they ever have. I think the stock is just a superior and great buy.”
United Airlines: “I don’t recommend airline stocks at this time. It’s just too difficult, too competitive.”
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