Mastercraft Boat Holdings Inc.: “I think that it’s hostaged by a belief that that industry was an industry that was great during Covid and as Covid winds down people are not going to buy boats. I disagree. I agree with you, and I like Brunswick.”
Nokia: “I am warming up to Nokia. That’ll be the first time since 1998. I’m not kidding. I think that they’re doing some things right. I’ve been waiting for the stock to come down, and it’s there. Let’s keep it close and do work.”
Element Solutions Inc.: “I don’t know Element Solutions.”
AutoNation Inc.: “It’s a great company. AutoNation is a great company. Anything used is a great company. I like Lithia, too. I’ve got to tell you: I think this is their time, and as long as there’s a chip shortage, it works.”
Raytheon Technologies Corp.: “Raytheon, buy some tomorrow and then buy some on the way down. The market is headed lower.”
Spirit Aerosystems: “No. Right now we’re a little cool on the aerospace industry. We’re watching Boeing go down. I own it for the charitable trust. Under $190, that’s where I pull the trigger there.”
Workhorse Group Inc.: “No, no, no, no, no, no. Right now we’ve got enough problems owning Ford Motor, which is the king of pickups.”
