PPG Industries Inc: “I feel PPG is down an excessive amount of. I feel it is ok, however … This can be a corporate that has been in reality harm by way of uncooked prices. That is going to finish ultimately. I feel if you’ll deal with unhappiness at this level, I might purchase the inventory.”
AppFolio Inc: “You have got a device portfolio this is intended for housing. And I feel it is a lot wanted, and it strikes a chord in my memory very a lot of Anaplan, which were given a bid lately from Thoma Bravo.”
Berkshire Hathaway Inc Elegance B: ” I feel [having it as more than a third of a portfolio is] so much for anybody specific corporate, however I do love the corporate such a lot. Let’s minimize it to twenty% [of a portfolio], in order that we will sleep higher at night time.”
Celebrity Bulk Carriers Corp: “I feel the dividend’s too top, however for what is going on at this time in Ukraine, I feel it is in reality going to be excellent for the following 12 months.”
Vaalco Power Inc: “That is, sure. It’s going to paintings. It’s going to paintings as a result of [the price of] oil is so top, although I do not like their industry style.”
Truist Monetary Corp: “I really like Truist. … They are in the best position the place wealth is, they are an overly smart-run financial institution, I feel it is a excellent position to be.”