Stay long on CF Industries

ON Semiconductor Corp: “Right now, I’ve got a pause on the semis. Why? Because we’ve got so many problems right now in China.”

Dutch Bros Inc: “I want you to put half the position on now, and then half when it goes below $30. … I like the stock, though.”

NIO Inc: “I have to say no to that. … I think that that stock is not a buy.”

Cinemark Holdings Inc: “This is a very difficult business. … I’m going to have to say, once again, [don’t buy.]”

Cano Health Inc: “I like the healthcare space, I think they do quality healthcare work, and I’m going to have to say that I think it’s worth buying.”

Uranium Energy Corp: “There’s been no real sign that we’re going back to nuclear. … I have to say, [don’t buy].”