Six Flags Entertainment Corp.: “I didn’t like the pullback. I didn’t like the numbers. Everything can always be assuaged. Maybe the market was wrong. [CEO] Jim Reid-Anderson came here. I would not have expected the stock to do as poorly as it did. The stock’s down 8 percent, it yields 6 percent, and I think it should. It was a suboptimal quarter, and maybe there was some ill-advised views expressed about SIX. More work to do.”
Zynga Inc.: “It’s been a bad stock for a long time until very recently. Obviously it’s become an up stock. You can go with it, but it’s speculative.”
Q2 Holdings Inc.: “There are too many virtual banking solutions. I’ve got to be sure before I recommend them that they really do work.”
AeroVironment Inc.: “It’s a stock that’s heavily shorted, and the bears go after it when it goes up. I believe in it. I believe in drones, but it is hard.”
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