First Horizon is doing ‘remarkably well’


AES: “I actually like AES. It’s a decent, decent utility, but I actually prefer — let’s switch the letter — AEP, which is a more safe utility and that’s the way I want to play.”

Portola Pharmaceuticals: “I bless it for speculation.”

Nio: “I hate it. No. I mean it’s just been a disaster. We’re just going to stay away.”

SmileDirectClub: “No. I’d rather be in Casper than SmileDirect.”

First Horizon: “Everyone has given up on this. You’re getting First Horizon — this is rather extraordinary — at almost a 5% yield? It’s doing remarkably well.”



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