Stick to Ford rather than Lightning eMotors
Sunrun: “I’m not a Sunrun fan. I’m an Enphase fan. I like the breed best even when it comes to solar energy, and that’s Enphase.”
Apartment investment and management: “I remember it as a dividend game. They have recreated that company. I can not think of it. It is very different from the company I remember. Let me work on it a little bit.”
Lightning eMotors: “We meant it at one point, and I’m just … it may be the best of the lot, but you know what, the party is not good. Let̵[ads1]7;s just stick to Ford.”
Atlas Air Worldwide Holdings: “It’s a good situation. … Here’s one you’re not in pain at all. I think you have a horse sense.”
Flex: “It’s a good company. It’s never got a high multiple. I happen to be Jabil. They report [next week]. I prefer Jabil to Flex. ”
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