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Rivian Automotive Inc: "We're against the money losers. ... We're staying away from the losers."
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ZIM Integrated Shipping Services Ltd: "I don't trust it. And I've been right so far."
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CF Industries Holdings Inc: "I like Mosaic more, but I like CF a lot."
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Entegris Inc: "I like Entegris. It's very out of favor, it's got a little too high multiple, but it does a lot of nuts and bolts that you need to make semis, so that's okay by me."
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Henry Schein Inc: "I like the company. It's very plain vanilla, nothing really exciting about it, but that's okay."
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Clearfield Inc: "Lately, since this year began, when you see a stock go down, you've got to be very careful. We have to wait and see."
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Steel Dynamics Inc: "I like Steel Dynamics, but I love Nucor."
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