Northrop Grumman: "I think it's a terrific situation...I think you've got a fine one in Northrop Grumman, buy more."
Lucid: "...I'm not recommending any stocks of companies that are losing lots of money."
Occidental Petroleum: "I have been shocked that this stock hasn't moved up more since Warren Buffett continues to buy it, but oil has been a surprising loser here...That is not my favorite, I would suggest that you take a hard look at buying the stock of Coterra."
Trade Desk: "...It is an expensive stock, but it is a good one."
Adient: "I known Adient, I can't recommend anything that's even remotely near the blast zone that is autos right now."
Marvell: "I think that Matt Murphy is doing a terrific job...I know Matt may not like this, but I think that the better buy right now may actually be Broadcom."
AT&T: "I don't like AT&T...The answer is no thank you."
Emerson: "It just had a very nice run, the charitable trust owns it...I happen to think that Emerson remains a core holding for my charitable trust."
Edwards Lifesciences: "that was a terrible quarter...They must do better than that."
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