I think TotalEnergies is terrific


TotalEnergies SE: “I like TTE. Good yield, I like the spinoff. It’s terrific. These are the kinds of things I’m looking for, by the way. I like Enbridge, too. Don’t forget. Same price, same yield.”

AGCO Corporation: “Balance sheet is a little bit better. They bought back so much stock, I actually like that. Now I would tell you that remember if Deere has a long strike, AGCO is in like Flynn, so I like the call.”

Paccar: “Paccar is a great American manufacturer. I like it very much. It’s a little out of favor right now, that makes no sense to me. I think it’s terrific. I also like Cummins.

XL Fleet: “XL Fleet is one of the worst things I’ve done. I talked positively on the show, I had them on. I screwed up. I screwed up. Why? Because everybody was excited about hybrids. Me too. I cost people money, and I apologize. I should’ve done a better job, and it won’t happen again that I can try, at least.”

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