C3.AI's year-to-date stock performance.
C3.ai: "They had a bad quarter, it was just no. No, no. I see too much hype, too much fluff, don't want you in that stock."
Micron's year-to-date stock performance.
Micron: "...Micron's coming out of the trough, I agree with the hype. The one thing I worry about is two firms have now upgraded it, so you got a lot of hot money in it."
Jack Henry & Associates' year-to-date stock performance.
Jack Henry & Associates: "It's a very good company, but I do not want to be in the service bureau business for financials and banks right now."
Biohaven's year-to-date stock performance.
Biohaven: "Now you're really in the speculative no man's land, and I think that if you want to, be willing to risk pretty much everything, I'm in favor of it. But you have to understand that that's how dicey it is."
Sempra's year-to-date stock performance.
Sempra: "Sempra's doing incredibly well...If anything, I would like to buy more Sempra. I think Jeff Martin's doing a fantastic job, it's a really interesting situation."
Chart Industries' year-to-date stock performance.
Chart Industries: "...I think it's doing very well. It is highly valued, but I think it's got a lot, a big book of business."
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