Astronics: “Astronics is in aerospace, and proper now Boeing is pulling all of them down…I feel that Boeing numbers have to come back down as a result of individuals are anxious about airways now. So after that, it is time to do some shopping for, however not but. I’d maintain onto Astronics.”
Verizon: “It hasn’t been that well-run…T-Cell’s had the run of the joint, however that is partly as a result of these guys aren’t ok…If I have been on the board of administrators, let me simply say, to illustrate this: I must do some laborious take into consideration what is going on on.”
Arm: “Purchase some Arm now, and purchase some Arm beneath 50. I feel Rene Haas is terrific, I like the corporate very a lot. I do assume the tech rally goes to reignite, and that is an excellent inventory to personal.”
Novavax: “None by any means.”
GE Healthcare: “It is lastly occurring, the sellers have wised up…This inventory is a purchase, it is coming again, it seems prefer it’s headed to 75.”
Marvell: “I feel Matt Murphy is doing a terrific job, I feel they have an incredible product…And the reply is [buy, buy, buy, buy].”
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