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Nutanix’s year-to-date stock performance.
Nutanix: “Nutanix is a perfect enterprise software company for the moment because it’s cloud enterprise software, and that’s what people want. It’s very expensive, but I it’s going to keep going higher I think.”
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Altimmune’s year-to-date stock performance.
Altimmune: “It’s not bad that it’s spec. I’m literally saying it’s one of those situations because it’s not making any money and losing a lot of money, that you have to expect the fact that if one of its drugs fails, it is going to get hit.”
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CVR Energy’s year-to-date stock performance.
CVR Energy: “…I think that the cycle could be turning against them…Let’s be very careful, CVR.”
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Quanta Services’ year-to-date stock performance.
Quanta Services: “They’re so good, isn’t it incredible? Quanta’s just such a terrific company.”