Ulta Beauty: “You can buy more Ulta Beauty. We sat down with management recently. … I like that stock very much.”
Laredo Petroleum: “I don't Laredo. I've got a bunch of them that I do like. I like Devon, I like Chevron, I like Pioneer, and I like Conoco. Let's go that way.”
AbCellera Biologics: “This is an incredibly speculative name that a lot of people have great hopes for. It's down on its luck, but you know I'm never going to say no to a [speculative bet] when it comes to biologics, which I think is the future.”
Gilat Satellite Networks: “That thing is so far down, why not give it a shot? I hate to be so cavalier as to that, but that company, Gilat, is too, too cheap.”
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