United Technologies is a ‘rocky situation’

Nutanix: “You might be likely to need to have a prolonged-time horizon for that mainly because they skipped their quarter extremely, incredibly terribly, and it truly is not like this is a situation like as a DexCom or a thing the place you will find use for the merchandise no matter what. I just believe DexCom is an case in point of a stock that holds up somewhat nicely.”

Franco-Nevada: “Oh, I like Franco Nevada extremely, pretty a lot.”

Shockwave Clinical: “I like that. I like products, below.”

ServiceNow: “I am a major fan and I consider that [CEO] Bill McDermott is a bankable person. Now fully grasp … just about anything can have a small-term issue but I am with Monthly bill McDermott. I am with ServiceNow.”

MSCI: “I am sticking with it.”

Daqo New Strength: “This is a Chinese organization and I imagine that the Chinese market … lacks a stage of transparency that I like.”

United Technologies: “It truly is heading to be a rocky condition.” 

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