Costamare is not a buy

Costamare Inc: “I don’t like [the] container ship business. And the rates are falling. I’m not going to say, buy that.” Lamar Advertising Co: “They are in a business that...

Harmonic is not a buy

Harmonic Inc: “Sells way too high on a price-to-earnings multiple for me to recommend when there’s so many cheaper stocks out there.” Cloudflare Inc: “It is okay to buy. I know...