Granite Construction: With "a lot rancor in Washington, I do not assume there might probably be an infrastructure invoice. Let's keep away."Twist B
Granite Construction: With “a lot rancor in Washington, I do not assume there might probably be an infrastructure invoice. Let’s keep away.”
Twist Bioscience: “It’s approach too dangerous.”
Intuit: “I like Intuit a lot. … I say purchase.”
Southern Co.: “I might relatively see you in Dominion, which I believe is cheaper, or ConEd by the best way, ED, which I really feel is type of an asset-light utility.”
MetLife: “Not a giant fan of the insurers proper right here due to the best way the yield curve is. We’ll take a cross. Not recommending any of them at this very second.”
Inphi Corp.: “I believe it is a good scenario. I occur to love that cohort very a lot and that one’s a nice one.”
AT&T: “The downgrade was vital, sir. … I do consider that AT&T is an efficient inventory. I like what Elliott’s doing. I want the inventory would quiet down. Possibly you get it at $36 and we are able to pull the set off, however I inform you it was a devastating downgrade as a result of it mainly mentioned that there is no development in any respect.”
Duke Energy: “I like Duke. … I really desire you to do Dominion, which I believe is you recognize provides you 4.4% [yield], it is received higher development traits, and that is what we actually like.”
L3Harris Technologies: “I believe that L3Harris is a purchase proper right here and I believe that, really, if you may get it under $210 it is a good scenario.”