Veeva: "It is a buy, even though it's a high price to earnings multiple."
US Bancorp: "I would love to recommend this bank, I think it's an absolutely terrific bank...but these regional banks are so that I just can't recommend them because I'm afraid people will buy them, and they'll go down again when they report."
Super Micro Computer: "It's at the right end of where things are... Generative AI, AI, it's why people buy the stock."
American Electric Power: "...Stock's got to come down more in order to make it cheaper versus bonds."
Marvell: "...I think you buy some here, and then you buy some if it comes lower."
Snowflake: "I think Frank Slootman's doing terrific stuff...but I also am concerned about high multiple stocks, and I don't want to go all in on this one. I like it though."
Gray Television: "TV? I'll tell you, I just can't go there. I'm not afraid, because that's not my style, it's just that TV is so hard."
Teekay: "...It's the best crude oil carrier, I'm not going to dissuade you. I think it's fine."
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