Intuitive Surgical: “I like Intuitive Surgical very much. Great management, great growth, numbers spiked. One of the best performing stocks of the year. I say buy, buy, buy.”
Skyworks Solutions: “I’m going to say yes [it’s time to add more]. I like the acquisition. I like [CEO] Liam Griffin. Liam is so smart, he’s such a big provider of chips to Apple, he pretty much is the most bankable company Apple works with. [Buy, buy, buy].”
Canopy Growth Corp.: “We need legislation. We need it now for Canopy. I’d rather do it in a much more hedged way of owning Constellation Brands, which has a stake in Canopy, rather than rolling the dice. I feel the same way about Tilray. … I cannot embrace this group until we see legislation, and I don’t see it on the horizon.”
Hyliion Holdings Corp.: “So many people were, I’m going to use the unfortunate word, pumping that on me, and it never really amounted to much. I’ve got to tell you, I just don’t think it has it. It’s one of those electrified powertrains, there’s like five of them. There’s five charging stations. There’s five this, five that. We have too many of this kind of stock, and they’re not working.”
