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Crocs Inc. (Crox): “I’m going … against the bears.”

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Nutrien Ltd (NTR): “If you still like that segment, I was just — [AGCO Corporation] or [Deere & Co], which I think is going to burrow its way through $400 [per share].”

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Coterra Energy Inc: “It’s got a 9% yield, it’s 50% natural gas, 50% oil. That’s the mix that you want.”

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