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MP Materials stock performance year-to-date.
MP Materials: “I’ll hold on to it. I don’t have an incentive to buy it right now, but it’s very, very low.”
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Howmet Aerospace stock performance year-to-date.
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Toast stock performance year-to-date.
Toast: “…We’ve seen them make money. If they make money, I’m with them. Not until then.”
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TransDigm Group stock performance year-to-date.
TransDigm Group: “I have to tell you, I think you know the company better than I do. But everything you said I understand to be true, and I think it’s a great company…It’s one of those companies where they should do a ten-for-one split.” Then I will be able to recommend it.”