Brookfield Renewable Partners: “I’ve been skeptical of that one … but I am willing to reopen the books, and see if there isn’t something here we can’t find.”

Crown Holdings: “[Formerly] Crown Cork, I love those guys. … The stock has come down. I think it’s a great industrial. You’ve got a winner.”

Lucid Group: “We don’t want to fool around with that. The thing just goes down and down. I see a trend. … I think that one is just too dangerous.”

Joby Aviation: “Joby Aviation … is like a Jules Verne story. … Let’s leave it like a story and not think of it as a stock.”