Dow Inc: “I want you to hold on. … Keep it at 5% yield, buy some more when it gets to 5.5%.”
ABM Industries Inc: “Speaking of a boring facilities company that I like so much. You have a real winner there.”
Lockheed Martin Corp: “People are worried about the Republicans and the defense budget. I’m worried about the Ukrainians and their defense, and I think Lockheed Martin plays a key role.”
Dynavax Technologies Corp“As long as you understand that this is a speculative stock and you can lose some money in it, I’m fine with it.”
MPLX LP: “I like the business. I like the cash flows. I like the pipelines.”
Enphase Energy Inc: “I think Enphase Energy is the perfect way to play the Inflation Reduction Act.”
.
