Carrier Global: "This is just an unbelievable infrastructure play, I think it's terrific...We don't have a good market right now, but I think that Dave Gitlin's doing an amazing job."
Becton, Dickinson and Company: They've got good dividends, they're a global company, and they've got large, institutional investors. And they got great earnings, and I think it's terrific. The only thing they don't have right now is that good a chart, but I'm saying [buy, buy, buy] high quality!"
Enterprise Products Partners: "This has been my favorite, unbelievable...It has a 7% yield, it's an incredible pipeline company, I think it's terrific."
Dutch Bros: "... They are over expanding, they ought to cool it and just slow down. But don't own the stock."
Arista Networks: "That was an unbelievable quarter, and the answer is, Nittany Lion, absolutely. It's like a new Penn State quarterback."
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