Dow Inc: “I want you to stay. … Keep it at 5% yield, buy some more if it goes to 5.5%.”
ABM Industries Inc: “Talk about a boring facility management company I love. You’ve got a real winner there.”
Lockheed Martin Corporation: “People are concerned about Republicans and the defense budget. I am concerned about and defending Ukrainians, and I think Lockheed Martin plays an important role.”
Dynavax Technologies Corporation: “As long as you understand that this is a speculative stock and you might lose some money in it, that’s fine with me.”
MPLX LP: “I like the company. I like the cash flow. I like the pipeline.”
Enphase Energy Inc: “I think that’s the right way to be able to drive the Enphase Energy Inflation Reduction Act.”