Stamps.com: “I think you should sell it. I think it’s an action to stay at home, work at home, not so short, and there are better ones out there.”
Cemex: “Cemex is always cheap stock and never seems to be able to deliver, frankly. Mexican cement, but I believe Mexico is about to resurface. Six dollars? Yes, I would do a little.”
JFrog: “They didn’t explode their numbers. You know, when you have that high multiple, you’re going to have to explode the numbers, and they didn’t do that … I have to say no to JFrog.”
Bank of America: “It’s the kind of action that people want. I mean, there’s no question about it, but I feel like … people are starting to regroup and say, ‘let’s just get away from this market, let it went down a bit, ‘but Bank of America is very, very cheap as the group is, even after that race. “
Devon Energy: “I don’t like oils, but [CEO] Rick Muncrief he is [ca-ching, ca-ching], then accept what is worth. “