Sunrun: “I’m not a Sunrun fan. I’m an Enphase fan. I like best of breed even when it comes to solar, and that’s Enphase.”
Apartment Investment and Management: “I remember it as a dividend play. They’ve recreated that company. I can’t opine on it. It’s very different from the company I remember. Let me do some work on that.”
Lightning eMotors: “We opined on that at one point, and I’m just … it may be the best of a lot, but you know what, the lot’s not good. Let’s just stick with Ford.”
Atlas Air Worldwide Holdings: “That’s a good situation. … Here’s one you’ve got no pain at all. I think you’ve got horse’s sense.”
Flex: “It’s a good company. It’s never gotten a high multiple. I happen like Jabil. They report [next week]. I prefer Jabil over Flex.”
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