United Technologies is a ‘rocky situation’


United Technologies is a 'rocky situation'

Nutanix: “You’re going to need a long-time horizon for that because they missed their quarter very, very badly, and it’s not like this is a situation like as a DexCom or something where there’s use for the product no matter what. I just think DexCom is an example of a stock that holds up rather well.”

Franco-Nevada: “Oh, I like Franco Nevada very, very much.”

Shockwave Medical: “I like that. I like devices, here.”

ServiceNow: “I am a big fan and I think that [CEO] Bill McDermott is a bankable guy. Now understand … anything can have a short-term problem but I am with Bill McDermott. I am with ServiceNow.”

MSCI: “I am sticking with it.”

Daqo New Energy: “This is a Chinese company and I think that the Chinese market … lacks a level of transparency that I like.”

United Technologies: “It’s going to be a rocky situation.” 


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