Cedar Truthful LP: “I love that one very a lot, you keep there [and don’t sell] … I feel the inventory is going a lot upper.”
Ciena Corp: “I do not truly deal with CIEN, as a result of I have were given Cisco all of the manner down right here at $55 [a share], they usually simply reported an improbable quarter. Why do now we have cross right down to Ciena?”
Roblox: “It is too low to promote … you have to get started making issues and do stuff and lead them to cash doing it, and go back to shareholders. Now, the corporate does now not do the latter two, and that is the reason why it’s going to now not cross up very a lot.”
Hertz International Holdings Inc.: “Good cash is dumb. They will have to be purchasing this factor. [Stephen] Scherr is the CEO. He was the Goldman CFO. He’s dynamite and he will come at the display. Now, he does not know that, however he’ll.”
MP Fabrics Corp: “I feel MP’s actual. … They promised, they delivered, and it is going upper and I love them.”