Lumentum Holdings' year-to-date stock performance.
Lumentum Holdings: "I'm going to say it's ok as long as you recognize it's a spec."
MSCI's year-to-date stock performance.
MSCI: "That's one of my absolute favorite stocks, it's been a complete winner...The stock's down 9% for the year, what an opportunity [buy, buy, buy!]."
DigitalBridge's year-to-date stock performance.
DigitalBridge: "Let's just take a pass right now. That's not the right stock for this moment.

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