Freeport-McMoRan: "I don't like the copper stocks, and copper doesn't yield a lot here...I just don't want to own."

TransMedics: "I don't know how you can really make a lot of money in that business, frankly."

Amphenol: "I do think that this is a terrific stock."

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Devon Energy: "I like Devon, but I think Coterra is far superior to Devon."

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