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Callon Petroleum has extra upside forward

ArcBest: “I like trucking. I like ArcBest, however you recognize what, we did that basically good examine final evening of Union Pacific versus CSX, and Union Pacific’s intermodal enterprise is basically good. I would reasonably go together with diversification.”

Roblox: “We’re getting younger folks in. Now this is the issue with Roblox: It is good for you … not good for lots of others. That is as a result of ever because the Fed modified its tune again in November, the market is simply too offended to love these long-term [growth stocks], however it’s OK for you. You have obtained your entire life forward of you. You have to be a purchaser of Roblox as a result of it is a fantastic firm.”

Ulta Magnificence: “I believe Ulta is capturing the lights out. I believe Dave Kimbell is doing a unbelievable job. I believe Ulta is without doubt one of the retailers that I wish to personal down in steps — $315, then perhaps $300 decide some up. They ‘re actually doing effectively.”

Jazz Prescribed drugs: “I preferred Jazz at one time, however Jazz is … a really cheap firm. I’ve to reopen why it is so cheap as a result of holy cow, one thing will not be proper there, so let me come again.”

Callon Petroleum: “No, you have not made something but. Callon is actual. I believe you have obtained extra room, extra room on the upside. You keep lengthy that.”

Zynga: “That one is over. I imply, take two [Interactive] is shopping for it. There’s consolidation happening on this trade. It is unbelievable. And by the best way, final evening on the Microsoft name, you can see why they’re shopping for Activision Blizzard. It will make a lot sense. purchase microsoft.”

The New York Occasions Firm: “I occur to love that CEO [Meredith Kopit Levien]. She’s sensational. I want she talked to me. As a lot as I just like the Athletic, she overpaid. … The New York Occasions is a good firm, however they paid somewhat an excessive amount of for that and that has actually harm the valuation. I’m sorry as a result of I believe it is a unbelievable product, each of them.”

Q5: “That is the blokes who mainly management the ‘pink gentle, inexperienced gentle web freeway,’ however they did have a provide downside, and there is no room for errors anymore in any know-how firm.”

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