Anheuser-Busch Inbev: “You know it’s — actually, it’s not bad. I mean, it’s better than it used to be and it gives you some good income. If you really do like the beer business, I suggest Constellation, if only because I think it’s making a big comeback.”
MSA Safety: “I have liked this stock. … I can’t believe some major company hasn’t bought it. I stick by it. They make the best product htere is.”
Ollie’s Bargain Outlet: Founder and former CEO Mark Butler passed away in December and “I think in many ways he was the company and I have not been recommending it since he passed.”
Yum Brands: “That was a very bad Pizza Hut quarter. The stock reversed badly after. When I went over the conference call, I did not get encouraged at all that there’s going to be a turn any time soon.”
Generac Holdings: “I wish we would fix the grid. In the interim, you buy” Generac Holdings.
Raytheon: “This is one where you’ve got to own it. You’ve got to own it. You’re going to get this combined institution and it’s going to be unbelievable and I think it’s going to be the best, other than, candidly, I still like that combination of” L3Harris.
Callon Petroleum: “This is one that makes me say that fossil fuels are no go. That is exactly why. Callon, you can’t touch it.”
