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Poshmark: “They missed the quarter dangerous tonight, and it is attention-grabbing as a result of everyone else in that business appears to be doing fairly properly, so that’s what I name disappointing.”
Tandem Diabetes Care: “They’re doing very properly, and I will provide you with a twofer: I like Tandem Diabetes Care, and I proceed to assist Dexcom. I feel that they’re doing amazingly properly.”
Progressive Industrial Properties: “All people, after they attempt to get me to advocate Tilray or Cover Development or anybody, I at all times come again and say the identical factor. It is Progressive Industrial Properties. Ben Stoto, who’s my analysis director, and I are consistently speaking about how that is the one one to purchase. The one one. Let’s cease excited about it.”
Huge 5 Sporting: “They hit the ball out of the park, and I will provide you with a twofer, too. … [Dick’s Sporting Goods] is doing properly, too. Each of them are doing properly. Sporting items did not cease as one thing to do when the pandemic wound down. We found the outside, and we like them.”
Nokia: “I like Nokia. They’re making a comeback. Cheer up man, Nokia is doing properly. I feel you might need a winner there.”
Vale SA: “No. We’re not shopping for iron ore. We predict it is late within the cycle. I will take a cross on that.”
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