‘Take a look at Boeing’

IBM: “I think it’s a good defensive stock. … I think that their cloud strategy only proves sound.”

Fluor Corp.: “No. That company has had – it’s missed the quarter, missed the quarter, missed the quarter, missed the quarter – and [if] you want a quarter misser that I like actually better than that quarter misser I would buy U.S. Concrete, down 62{3c4481f38fc19dde56b7b1f4329b509c88239ba5565146922180ec5012de023f}. It seems like anything that’s in infrastructure is just a big mistake. Ultimately just go buy Caterpillar.”

Cracker Barrel: “I like Cracker Barrel, for someone your age. It’s got a good yield, but that’s just accidental. I have to tell you, I’ve always felt it represented great value.”

Boyd Gaming: “Nothing. Nah, nothing. … If you want to be in one, be in Penn Nat, okay, ’cause they got – you’ve got my man [Dave] Portnoy. I’m not kidding. As between Boyd and Penn, you should go with Penn. They’re both, by the way, better than Wynn and Las Vegas Sands, but I like Penn ’cause I like Portnoy.”

Hexcel Corp.: “If you like that group, take a look at Boeing.”

Enphase Energy: “I like Enphase. I like the solar power business. I think it’s a terrific company. This one was hard for me because it’s such a high flyer, but I am a huge solar believer and I think this one works.”

Dave & Buster’s Entertainment: “Dave & Buster’s has a lot of debt, so this is a good object lesson for us: You’ve got to go look at all that debt. … If they didn’t have a lot of debt, I would say buy it. … So I’m going to say pass.”

Avita Medical: “Speculative, but I like it. You know I like that skin replacement business. I think it’s very good … and I say I salute you for buying something speculative in this time of COVID.”