Sprouts Farmers Market’s year-to-date stock performance.
Taiwan Semiconductor Manufacturing’s year-to-date stock performance.
Novo Nordisk’s year-to-date stock performance.
NetApp’s year-to-date stock performance.
NetApp: “You want to hold that one. You have a great situation. … I like that one very much.”
Kenvue’s year-to-date stock performance.
Kenvue / Kimberly-Clark: “One, I think it’s [Kimberly-Clark] a buy, and two, when I talk about it with [CNBC Investing Club portfolio director] Jeff Marks, I feel I started [the Charitable Trust’s position] too soon. It’s become a bond play, but I am going to buy more because I think the combination with Kenvue is unstoppable. So I am willing to stick my neck out and say I’m not going to regret buying Kimberly-Clark in the $90s a few years from now.”
