Norwegian Cruise Line: “One of the worst performers on the market, with one of the best CEOs. I still believe. I think at $ 20, when everything starts to open up around the world, that’s it [buy]”
Companhia Energetica de Minas Gerais: “I think this is an interesting specification, to be honest, because I believe in emerging markets and that would certainly be the way to play. I will say that I think you are aware of something. I like it. “
Massimo: “I’m just amazed, amazed that people hate him. We need to attract them. I will not rush to conclusions. I just said wow. I’m so glad I didn’t insist on this availability because I happen to like their product. I used it every day during the pandemic. Let’s continue with Masimo. Their products are fantastic and I never realized this shortage. “
Foot Locker: “I was tempted to think it was an overreaction, but here’s my problem: I have another retailer I like because [dividend] step back and keep thinking he’ll be back, and that was a mistake. I think Foot Locker is at odds with Nike right now. Nike wants to do more directly to consumers. Foot Locker is on the way. I’m not attracted to this profitability … because we were worried about the basics. “
DigitalBridge: “There are too many of them … I will say no to the tower business in any way, shape or form.”
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