OneMain (OMF): “It’s got more exposure to a downturn than almost any other stock that I know. It’s the Dallas Cowboys of financials.”
Freyr Battery (FREY): “We have too much money going to lithium battery, but at least you called me with one that I think is reasonably valued. So, I’m going to give you the high sign on that one.”
Ford (F): “I do like Ford. I think I’m buyer of Ford. My Charitable Trust owns it. And I think it goes higher. Buy.”
Prologis (PLD): “I don’t even know if there is going to be a pull back. It’s one of my absolute favorites since 2009.” Prologis is a real estate investment trust (REIT) focusing on logistics properties.
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