Business

I like Enphase Energy over EVgo




EVgo: “EVgo, I know it sounds good. … I’ve really pulled in my horns. I like Enphase Energy, OK? It’s the one I like. I watched it [CNBC Next Generation 50 index]. This is the Enphase Energy you want. I know it’s a high amount, but it’s a better company. “

BigCommerce Holdings: “I think this involves the concept” the concept. “I have said that it is the conceptual versus the tangible. This is a conceptual stock. The company loses a lot of money, so it has lost its luster. When we raise interest rates, it “It̵[ads1]7;s a strange interaction, but it’s been tried and true. That’s why the stock is going to have a hard time here.”

LoanDepot: “Oh man … it’s tough. I mean, it’s tough enough for your own JPMorgan, you have to own LoanDepot? Look, it costs $ 5 [per share]. Will I tell you to sell it for $ 5? See, it can go for $ 4 or $ 3. I do not expect much upside. ”

Marqeta: “I know I should be more enthusiastic about some of these stocks, but again, I’m focused on what the Fed is doing, what the prices are doing, what the upturn is doing, and in that situation you would not want this stock.”

Alibaba: “Your golden goose can be cooked. This is how I look at it: It’s down 46%. I’m not going to tell you to sell some shares down 46%. That said, anytime I’ve said,” I know you what, China is a green light “the last three years it has been wrong, so I begin to learn not to make mistakes.”

Harley-Davidson: “I think they’re reinventing themselves. I like what they have in stores, but again, they have to get younger. They keep trying to get younger, and they can not. Some of the foreign companies are still fantastic, wonderful marks. I’ll give you the “no” sign on it. ”

KnowBe4: “This is a software security company, and you know I always refer to my better ones, and my better ones here are Palo Alto Networks.”

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