The Boston Beer Company: "Amazingly, SAM’s doing incredibly well. I think it was heavily shorted. It’s making a comeback, but I do not like the beer category. I think it is saturated and there’s too much competition and I would be a seller of half my position if I owned any."
The Estee Lauder Companies: "The stock has really been marking time since the last quarter because there were some very small things that were concerning to people. I think it is a buy. I think [CEO] Fabrizio Freda is doing a remarkable job and you should pick some up. It’s part of the selfie generation."
Primerica, Inc.: "Primerica is doing incredibly well. It is really for the, let’s say, the middle-income person. It’s really one of the great financial advisors and it’s done incredibly well here and I think it’s going to continue."
Axon Enterprise, Inc.: "Oh, boy. We liked it in the $20s and the $30s and the $40s and the $50s. Look, I’m afraid to say ‘Continue to buy it up here’ because it’s at $75. We’ve been such stalwart supporters of it. I think now you’ve got to wait for a pullback. I can’t come in right now with guns blazing saying ‘Time to buy’ when I’ve been saying it’s time to buy for 50 straight points."
Vail Resorts, Inc.: "Vail’s incredibly well-run. That is an experiential place. It’s just fantastic and I think it’s still a buy."