Cerebras: "It's down so much and the PE multiple is not that high. It's just that I don't want to buy a lot of tech. The only one I'm currently buying is Intel."
First Horizon: "I think it's a terrific stock, very inexpensive. I think you should buy it."
Nike: "I think Nike is ok. The problem with Nike is it's trying so hard to get things turned around, but there's a lot of competition. I think it's just ok. We sold it for the Charitable Trust because it's just ok, and we don't want to own just ok."
Kemper: "Kemper is not a stock you want to own."
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