PPG Industries Inc: “I feel PPG is down an excessive amount of. I feel it is okay, however … This can be a firm that has been actually harm by uncooked prices. That is going to finish finally. I feel for those who can deal with disappointment at this level, I’d purchase the inventory.”
AppFolio Inc: “You have acquired a software program portfolio that’s meant for housing. And I feel it is a lot wanted, and it jogs my memory very a lot of Anaplan, which acquired a bid in the present day from Thoma Bravo.”
Berkshire Hathaway Inc Class B: ” I feel [having it as more than a third of a portfolio is] lots for anybody explicit firm, however I do love the corporate a lot. Let’s reduce it to twenty% [of a portfolio], in order that we are able to sleep higher at night time.”
Star Bulk Carriers Corp: “I feel the dividend’s too excessive, however for what is going on on proper now in Ukraine, I feel it is truly going to be good for the subsequent 12 months.”
Vaalco Vitality Inc: “That is, sure. It’ll work. It’ll work as a result of [the price of] oil is so excessive, regardless that I do not like their enterprise mannequin.”
Truist Monetary Corp: “I like Truist. … They’re in the proper place the place wealth is, they seem to be a very smart-run financial institution, I feel it is a good place to be.”
