I like WESCO very much

ADMA Biologics Inc: “It’s a great spec, but it is losing money hand over fist. I think it’s very binary. I can not like binary situations.”

AT&T Inc: “T-Mobile is the class of the field. AT&T, all I can say is, it’s not as bad as it used to [be].”

Array Technologies Inc: “If they make the money that they’re supposed to make this year, then I think you’ll be in very good shape.”