Cronos Group Inc.: “It’s … a trading vehicle. So, right now, it’s at the top end of the range. I think it can come back down. Take some off the table tomorrow.”
Manitowoc Company Inc.: “It is so cheap. It is so cheap. It just drives me crazy, but we’re in a construction recession, I guess. I mean, holy cow, 12 times earnings? I’m not backing away from it down here [and] I love [CEO] Barry Pennypacker because he’s a straight shooter.”
Yeti Holdings Inc.: “They’re giving away these hot thermoses this morning [on] Spirit Air. It’s like the most that you’ve ever gotten out of Spirit. They’re always giving away stuff. I don’t think a thing of it. I get on and I said, ‘We’re those Yeti?!’ and a guy says, ‘They were Yeti,’ and I run out to get them and they were all taken, because Yeti is a winner and I’m sticking with it.”
Crispr Therapeutics AG: “The short term: it seems to be under pressure a lot. The long term: I like the idea and I think it could go higher. I will say that if you really want to be in that business, you should be buying the stock of Illumina.”
Palo Alto Networks Inc.: “This is a bear market stock that went to a bull market. […] Understand this is one difficult stock if you’re going to look at it every minute, but not if you’re going for the long term, because it is best of breed.