Academy Sports & Outdoors: “I still like it … I’m a buyer.”
Sherwin-Williams: “Raw costs are now too high. I am concerned. I no longer think that you can buy this stock until we see the raw costs come down, and then I will feel better.”
SoFi: “I think SoFi should be done going down soon. I mean, stocks stop at zero. I mean, this thing has just been a nightmare, and [CEO] Anthony Noto is better than that. It’s at $15. I’m a buyer at the $14 level.”
General Electric: “I don’t care where a stock came from. I care where it’s going to. I think GE is OK. I don’t think it’s great, I don’t think it’s bad. It’s just OK.”
Sysco: “The good news is the guy who runs it is real strong. The bad news is that the restaurant business is going to take a little header here, so I’m going to say, ‘no,’ to that right now.”