JFrog : "JFrog is a very good company, but i's a high price-to-earnings multiple stock. Even though interest rates were down this week, I think that was more when I would want to take profits than I would want to buy. But it is a good company."
Archer Aviation : "Archer is a pure spec."
Forgent Power Solutions : "I think it's a really really good company, and it's come down a great deal. ... I'm going to bless it."
Oracle : "Even though the price-to-earnings multiple is low, it has a huge amount of debt. And we've become increasingly more and more negative about companies with debt. They issued a very good report this week that made me feel more confident, but I feel very good about it as a company, not as a stock."
Tractor Supply Company : "All right, this stock has come down to a 17 multiple. ... I think that may be time. It seems like it's basing to me. I know those are dangerous words, but I think it's basing, and it's still a very good concept."
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