Nokia: "I like Nokia very much. I'm glad you brought it to our attention. I think it's a terrific situation, and I would be a buyer right here."
Seanergy Maritime Holdings: "Bulk transportation is on fire. I think it's a terrific situation. It's not an expensive stock, and I think the yield is safe. I'd be a buyer."
Hub Group: "That's a tough one. ... It's going to be rough for a little bit. Wait until oil calms down."
BWX Technologies: "The price to earnings multiple at 30 times is too high. I think it's a great company. I mean, really terrific, but it's too expensive."
NextEra Energy: "Take the money and run. ... That's not a good stock to own."
Redwire: "We are in a rate tightening cycle. In a rate tightening cycle, we cannot buy companies that are losing money left and right. It just won't work."
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