Salesforce: "It's ridiculous that the stock is down this much...I remain convinces that Salesforce is going to have a dynamite 2024."
Portillo's: "I like Portillo's...but I did not like the fact that the insiders, the private equity guys, were just blowing out the stock. Well, it looks like I was right, and now we got to wait for this thing to settle down."
Mid-America Apartment Communities: "I find that not good enough. I need more yield if I'm going to take a stab at that one."
Energy Transfer: "Yeah, it's still a buy."
3M: "...I am no longer involved with situations where I feel that the companies are much more like law firms. I can't be there."
AbbVie: "I just can't rave about AbbVie. I mean, they haven't done nearly enough as I thought with some of the new products...I'm astonished that the company won't talk about it, I used to really like it."
Iron Mountain: "I think it's very good...I think they do a very good job, it's a very steady eddy company, and I really like it."
Empire State Realty Trust: "I would ring the register on that., you've had a nice gain. Let's just move on to something better."
Oracle: "You got to buy Oracle."
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