Dow Inc: “I want you to hold on. … Keep it at a 5% yield, buy some more if it goes 5.5%.”
ABM Industries Inc: “Talk about a boring facilities management company that I like so much. You’ve got a real winner there.”
Lockheed Martin Corp: “People are worried about the Republicans and defense budget. I’m worried about the Ukrainians and defending them, and I think Lockheed Martin plays a key role.”
Dynavax Technologies Corp: “As long as you understand that this is a speculative stock and you could lose some money in it, it’s fine by me.”
MPLX LP: “I like the company. I like the cash flows. I like the pipelines.”
Enphase Energy Inc: “I think Enphase Energy is the perfect way to be able to play the Inflation Reduction Act.”
