Illumina: “Illumina is nice, not simply because [CNBC contributor Dr. Scott Gottlieb] is on the board. They have unbelievable expertise, and I really 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, however it’s spec and I’d not promote it down right here. $6, I might 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 need that safety, purchase NortonLifeLock. We personal it for the [CNBC Investing Club] and it is closing on a really massive deal. I believe that is the one to be in.”
Doximity: “Properly, I used to be proper for awhile. Now I have been incorrect. I believe medical doctors like it. Ask your physician. They will swear by it. This isn’t Teladoc by the way in which, which has been fully [crushed like shares of Peloton have recently been], if not toasted. I believe that DOCS is nice, however like I stated, I have been incorrect. I believe it is an indispensable product, they usually generate profits, which to me says good development.”
Enterprise Merchandise Companions: “I like EPD. You’ve got obtained dividend. You’ve got obtained rising volumes now. You’ve got obtained strong administration, yields 7.8% [at roughly $22 per share]. That could be a winner. I want [co-CEO] Jim Teague would come on. It will 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: “Properly perhaps what occurred … is it ought to by no means have been up there. And by the way in which, any person did an unbelievable secondary and obtained the hell out of that factor at a very good worth. I might really wish to know extra concerning the secondary than I’d concerning the inventory.”
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