Certara Inc: “They’re not bad. They actually don’t lose money. … I think it’s a great spec, and I usually don’t say that.”
Melco Resorts & Entertainment Ltd: “It’s a nice spec on the idea that Covid is going to be beaten, but I do not like the gambling group because man, it’s been a house of pain.”
GSK Plc: “I mean the spin-off’s awful, they did a terrible job. … That company’s ill-advised. That’s something I like to say when I don’t like them.”
Skechers USA Inc: “The stock is what I call erratic and has been for quite some time.”
Cricut Inc: “I think it’s still too high on a price-to-earnings basis. … For $8, I’ll take the speculation.”