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Hims & Hers Health Inc: “Hims & Hers lose money … I’m not recommending stocks that are losing a lot of money.”
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Two Harbors Investment Corp: “I’m not going there. We’ve seen a lot of companies like that. … I’m not playing.”
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Shell Midstream Partners LP: “[Enterprise Product Partners], that’s the best one if you want to be in that group now.”
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Healthcare Realty Trust Inc: “I thought [the company’s merger with Healthcare Trust of America] made a lot of sense. … I like it.”
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DraftKings Inc: “[Kynikos Associates founder] Jim Chanos says it’s a great short. I think the time to short the stock was much, much higher.”
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Gilead Sciences Inc: “I know it looks very, very cheap. But you know what, that’s not why we buy drugs stocks. We buy drug stocks because they’ve got growth, and Gilead has none.”
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