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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."
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AdvanSix (ASIX): "This is the kind of company I like. Because unless I think the world is coming to an end, I think it's one that has to bounce back. I think I'm going to give you a buy, buy, buy." The company makes Nylon resin, used to manufacture packaging, plastics, textiles, carpets and fibers.
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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."
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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."
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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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