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Energy Transfer LP: “I thought I’d never say this, but ET, it’s time to come home. It’s worth owning, because that whole group is going up and going up big.”
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Realty Income Corp: “That’s a terrific company. I would buy that one.”
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ZIM Integrated Shipping Services Ltd: “I’m going to have to say I missed it, and I’m moving on.”
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Camping World Holdings Inc: “I [am] with [CEO Marcus] Lemonis versus the shorts.”
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Ryder System Inc: “If you want trucking, I’m going to send you to ArcBest.”
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UWM Holdings Corp: “I’m going to have to say no to that one, even though it looks very cheap.”
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