Iron Mountain: "It's a stock that I've liked for a long time. The yield's only 4%, why? Because the stock's gone up so much. I reiterate that I like the stock."
Toyota: "This is a very tough one to be able to come in and buy stock up $5, but I will tell you that I think Toyota is going higher. Buy some and then wait for it to come down."
Dick's Sporting Goods: "...Wait for it to come down, I hate a parabolic move, and that's exactly what you're getting there. I don't like it straight up, so wait."
Rockwell Automation: "Rockwell is in the penalty box. That was a miserable quarter. I can't recommend a stock that just had a bad quarter."
Joby Aviation: "They've got to come closer to profitability, they really do. They're so far from profitability I cannot recommend them. It's just too painful."
Palantir: "I think that Palantir quarter was good, I know the stock is straight up, I would like it to come in a little, but it might not."
Sempra: "I like Sempra very, very much. And, you know, it's come down here to the point where you can get a good yield and some growth. I would actually pull the trigger and buy that stock right here [buy, buy, buy]."
Dutch Bros: "I need to see a good quarter."
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