Ping Identity: “There are so many companies in the identity business that people are starting to freak out that there’s too much competition, and Ping is a very expensive stock.”
Royalty Pharma: “I like Royalty Pharma. … They do a lot of great biotech investing without a lot of risk. I like it.”
Vertex Pharmaceuticals: “I say buy Vertex, do not sell Vertex.”
Builders FirstSource: “Home Depot is going to report, Lowe’s is going to report, but Builders First is a very good company.”
