Ardmore Shipping: "I don't like the situation, because a lot of what is carried is tariffed...I'm going to have to say no to Ardmore Shipping"

Planet Fitness: "They are doing better than expected, I think you have a winner."

Powell Industries: "...If you're willing to hold on for the next cycle, it's fine. But I've got to tell you, it's considered to be a data center play, and people think that data centers are slowing down, and that's the case with Powell Industries too."

3M: "It's a big international, and right now, big internationals are really frowned upon...If you can own it through the cycle, again, I think it is a good situation."

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