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DraftKings Inc: “I feel safer in my DraftKings than I do in a crypto. That said, gambling, not yet, but that stock is very inexpensive.”
Oxford Lane Capital Corporation: “They own these collateralized loan obligations, which is always the stuff people really worry about going into a recession, so I’m going to have to take a pass on this one.”
Applied Materials Inc: “I think we have to wait and see what Micron says [in its latest earnings report] though, because they are the big daddy when it comes to that kind of semi.”
M&T Bank Corp: “It’s falling apart, and you know what, for no particular reason. Very, very well-run stock.”
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