Zim Integrated Shipping’s year-to-date stock performance.
Palantir’s year-to-date stock performance.
Palantir: “Palantir has shifted, they have got religion, they’re doing the pivot, and by the way, Bob Pragada, who is the CEO of Jacobs, told me, ‘look out, Palantir’s doing some great stuff.'”
Nextera Energy’s year-to-date stock performance.
Nextera Energy: “I like Nextera, I love growth utilities, and that’s Nextera. It’s a good call.”
HF Sinclair Corporation’s year-to-date stock performance.
HF Sinclair Corporation: “Everyone keeps saying the numbers are going to come down a great deal. I’m with you — I don’t think, at this point, it has nearly as much risk, but look, let’s understand each other, it’s only because it’s down so much, I’ve not liked the stock.”
Veeva Systems’ year-to-date stock performance.
Veeva Systems: “Veeva Systems is a very, very expensive stock, but a great company. Cloud-based software for the medical business, it’s really got the space to itself. I’m going to say yes, but you understand, this is a growth stock for younger people, not for older people because it is more risky than most I recommend on the show.”