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Lyft: “I actually think Lyft had a better quarter than Uber, so I would go with Lyft, but it’s a very speculative segment, just so you know. Speculative segment.”
Golden Nugget Online Gaming: “You really only buy DraftKings [now after Monday’s acquisition announcement]. It’s a very smart acquisition for the folks at Golden Nugget, but you are not an arbitrageur. I would ring on the register. You just had a very busy day today. ”
Global Payments Inc: “I think it’s a good discount to buy stocks. I think these guys are very, very smart guys, and I saw a giant insider buy by the CEO, who we had on the show that is very smart. I think it’s a good level. I would take some back. ”
Stem: Buy.
Mettler-Toledo International: “I’ll tell you why you never hear about it in the news. First, it’s a quiet business, and second, it’s my job to find stories like this and I don’t I haven’t talked about it at all. You’re absolutely right. They make great instruments. Now the stock is expensive, but it’s always expensive because it’s so good. ”
Teradyne: “[Agilent Technologies] is a better buy than Teradyne. I think you should be the letter ‘A.’ ”
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