PepsiCo: “PepsiCo is in the [CNBC Investing Club bullpen]. We think about it a lot. I just wish the stock would go down. He doesn’t seem to want to go down at all, but he’s well managed and great.”
Kelly Services: “Very well run company. Right now with people who think it’s easy to get a job, you don’t need them. That’s why this stock has been such a dog. You never know, but I’m not a buyer here.”
Uranium Energy: “It’s Canadian. The problem with that, this group is so hot, it’s too hot for me. I’ll give up. I know the ETF is up 7% today. C It’s too dangerous for me. I’ll say no for now.
Mirum Pharmaceuticals: “I’m afraid they’re wasting too much money for me to recommend them. You know what, I feel so bad about it because when they’re like this and they do a great job in this particular disease, especially with the liver, I want to recommend him, but I’m just afraid to because he’s had such a big move.
Karuna Therapeutics: “We were believers. We were believers. Now, that doesn’t fit my thesis on what works here, but we found ourselves very forced and thought that this was a disease that, if they could do something for her, that would be great. So, speculative? Yes. It’s a speculative situation.
Cloudflare: “I think [CEO] Matthew Prince is fantastic. The stock is low because they are making very little money. I’m willing to bet with Prince. I think this is the one you can buy and put away. He’s doing a good job.”
Plug Power: “It’s okay. Andy Marsh was there again today. Andy Marsh, I think he must be a regular on the network because I see him quite a bit. He needs something very elusive that’s ‘call gains. them, the stock can go higher still.’