Cisco Systems: "I feel it is a show-me scenario. ... They missed the quarter they usually missed the quarter dangerous. I assumed [CEO] Chuck Robbi
Cisco Systems: “I feel it is a show-me scenario. … They missed the quarter they usually missed the quarter dangerous. I assumed [CEO] Chuck Robbins was very polished the opposite day in Davos. I’m sticking with it. It is a large place in my charitable belief. It is received a pleasant dividend, good stability sheet. The 5G — you have to watch out. It’s enterprise 5G, it will not be shopper 5G, so subsequently it is a 2021 story, however I feel it is value proudly owning.”
Apache Corp.: “No. No. It is moved a fantastic deal and most significantly it’s fossil fuels.”
Lattice Semiconductor: “It is lagged. It is lagged and it is good. Fascinating thought. I ought to have thought of it earlier.”
IHS Markit: “It is received some unbelievable, unbelievable backing. I’ve appreciated it from the day it got here public, and but have I talked about it? No. And that’s my dangerous, ‘trigger it’s a nice firm.”
Republic Services: “I just like the waste administration enterprise. RSG is definitely doing in addition to Waste Management. You’ve got received a superb one there.”