Winners & Losers: The Committee discusses their biggest quarterly movers

All right. We normally do winners and losers around this time of the show every day. We’re focusing now on the quarter and the committee. All right, Some of your big winners, Shaq. Up 43%. What’s up, Coast 35, Crowd. I haven’t gotten to losers yet. Hold on. Crowd up 28. Uber 26 at a time. Yeah, we’ll be right back. eBay 20, Berkshire 17. Matterport’s been a loser. Pfizer, I mean you you obviously bought it recently so I I don’t really want to talk about that because you already did. Of the ones that are up a lot which which which couple are are you most optimistic about as we move forward here. Believe it or not, I think Toast has the most potential and people laughed at me on this one and they may still if it ends up not working out. But this is a small sort of Mid Cap Ish name, doesn’t have a ton of coverage. The analysts following it aren’t that excited about it. Most of the price targets are close to where the stock trades now and I understand all the reasons why. It’s a competitive space and having restaurants as clients is not exactly the most exciting thing in a world of AII totally get it. I still think there’s something special here. So I’m excited about that. I would also just very, very, very quickly point out this is the whole point of portfolio management and diversification. Yes, I have stocks that suck. Believe me, I know you don’t have to tell me and remind me every time, but when you have huge winners like crowd Strike and Uber stocks that go up to 103 hundred 400%, the losers don’t matter. They shrink in importance to the overall portfolio. You almost can’t see them and eventually when you get rid of them, it’s like they never existed. That’s the benefit of having a diversified portfolio, knowing some of your holdings are not going to work. And it’s fine, Jimmy. So MP Materials has been a big dud. Paramount’s been a disaster. We know PPG and E which would you like to apologize for, Sir? I’m getting to the good ones now. Getting to the good ones now. Disney Disney’s up 50%, Applied Materials 27. Would you rather me go through all the whole list of good ones and then say, Oh yeah, well, MP just did that with me. But whatever. GM’s up, 26, Delta’s up, 18, Qualcomm, 17, Berkshire, Exxon win. Yeah, you’ve got, you’ve got a lot of gainers. I’ll ask you the same question. A couple that you’re most excited about. Don’t mention Cleveland Cliffs because you do all the time. Yeah, I know. Interesting DD. I mean, look, I I know I used to annoy you with this, Scott, but the TSA passenger statistics are still sky high. People are traveling like crazy. Ed Bastian, every chance he gets tells you that demand is great. This is one of those companies I mentioned earlier that’s been outperforming for two years. I think it’s going to continue. Same thing with General Motors, by the way, You know, regarding the losers, because I got to do this and and like, Josh, maybe you’ll take over as my therapist because picture that meme of the guy standing in the empty pool, you know, looking down like, like Paramount, like, why Jimmy, did you not sell it when they cut the dividend? Like, what? Seriously is wrong with you? There’s a character flaw here. I acknowledge it, and it’s going higher. So whatever. All right.