Solaris: "It's kind of an inexpensive stock that's in the oil field play that I actually like very much. I think it's a very good spec here."
CVS: "...They have not addressed the theft problem in a way that makes me feel like they've got it under control, so I'm going to have to say not yet."
Powell Industries: "Profitable company...It's an infrastructure and electricity market, and that has been one of my, what I think has been one of the great plays for 2023. I reiterate, you've got a winner."
Cal-Maine Foods: "I don't want that dividend. I need growth."
Boeing: "They sold a lot of those contractors, that was their thing...In retrospect, I think it was a big mistake. They may dispute that, but that makes me fell like Boeing is still not right. I think you can go a little bit lower."
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