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Sunday, July 3, 2022

‘I think Monster Beverage is terrific’

Electronic Arts: “That conference call is going on right now as I talk so I cannot be able to opine on it. … I’ve got to do more work.”

Monster Beverage Corporation: “I think Monster Beverage is terrific. I also like Rockstar, owned by Pepsi, because that’s my compare.”

Fastly: “They blew it. Fastly, I don’t like Fastly. I didn’t like Akamai, and I didn’t like Fastly. Too many outages in that industry are causing people to be able to pull back. We’re seeing pullbacks in a lot of these very expensive stocks.”

ViacomCBS: “You know what, Viacom is an inexpensive stock in an industry that continues to consolidate.”

Archer-Daniels-Midland Company: “Always inexpensive. That’s kind of the problem, isn’t it? Just always inexpensive, but I wouldn’t mind it. Two-and-a half-percent yield, I think it’s fine, not my fav. Same thing with Tyson. Fine, not my fav.”

Sonic Automotive: “A lot of people feel this group has peaked, the dealer repair. My favorite is, I’m going to go back to AutoZone, AZO, with that great buyback and good numbers. People think it’s gone too far, I don’t think so.”

Microvast: “Well that juggernaut needs to be investigated further by me, because I am not on the juggernaut board and I do not want to be able to say, ‘Hey just get off there or not.’ We’ll do more work.”

Desktop Metal: “3D printing, I know [3D Systems Corporation] went up without me, but I am not going there, 3D printing.”

AT&T: “I do not like AT&T stock.”

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