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Ulta Beauty: “You can buy more Ulta Beauty. We spoke to management recently. … I really like this stock.”
Laredo Petroleum: “I don’t like Laredo. I have a bunch of them that I like. I like Devon, I like Chevron, I like Pioneer and I like Conoco. Let’s go.”
AbCellera Biologics: “It’s an incredibly speculative name that a lot of people have high hopes for. It’s luck, but you know I’ll never say no to one [speculative bet] when it comes to organic products, which I think is the future. “
Gilat Satellite Networks: “This thing is so far away, why not give it a try? I hate being so cavalier about it, but this company, Gilat, is too, too cheap.”
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