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Time to start the "blitz round". We are getting a lot of sell signals. And then the " blitz round" ends. Are you ready? We return to the "blitz round". So, Rich is from Texas. Thing. Hi Jim, the market has punished this company for losing potential traffic from Google, but I believe it should be rewarded for profitably monetizing its own user base.
Is it time to sell Reddit, or is it better to double down? I want to buy Reddit. I think the stock is cheap. Stocks have fallen sharply this year. I think the price is great. Let's move on to Mary from Idaho. Mary. Hi Jim, how are you doing this Thursday? I'm fine. How are you? Not bad, thank you very much.
The stock I want to ask about is one that I've held for four or five years now, and I've watched it go up a little, go down a little, and go up again . OK. But I'm wondering if I should continue to hold it given the volatility and instability of the market , or if it's better to invest my money elsewhere.
This is Exxon, XOM. Okay, I think Exxon is good. I think Chevron is better . I would make this exchange if you have no tax obligations. CVX is the best choice. Let's move on to Robert from Tennessee. Robert. Jim, thank you for taking my call. My question is about Rocket Lab. After yesterday's announcement of the Neutron delay until 2027 and the recent sell-off over the past two weeks, does the success of the Electron rocket, the Rocket Lab acquisition, and the $2.3 billion launch portfolio still justify buying now?
Well, I thought this failed launch would hurt them more, and I think you get a great opportunity to sell, sell, and sell some more. Okay, let's move on to Bob from New York. Bob. Jim, now that we're entering a rate hike situation, and last night you said that with the end of the Iran war, the price of oil could fall to $50 a barrel.
My question is: why should I hold this stock instead of selling it now? And these are Enterprise Products . Well, because they deal in liquefied natural gas. They are engaged in fractionation. That's the other part of the equation, not the oil. You're fine with that. Actually, I think she...yeah, think about the answer because she gets hit if she's going to get hurt.
This is not true. Let's move on to Mike from Florida. Mike. Hi, Jim, how are you? I'm fine. How are you doing, Mike? Good. Good. Question. SITM. They just made an acquisition, have a new product line, and demand. What is your prediction about them? Look, it's expensive, and I don't recommend any expensive stocks, either in the tech sector or outside it.
And while I think it's a very well-run company, I just can't support a stock with a high multiple in a rising rate environment. Let's move on to John from Texas. John. Hi Jim, thanks for taking my call. I just wanted to ask a question. Joe Bird, this market treats me like the Eagles, right? Well, they need to find, they need to find, they need to find players.
This is the most important thing. They need a quarterback, they need a running back, they need a wide receiver. Otherwise, they are fine. Oh no, they need a right wing, a left wing, they need a center. Wait a second, they're fine. But wait, I think in the second...you know what I mean. How can I help you?
It's only getting worse, but I'm a newbie. I was impressed with Coherent shares. I bought on a downturn. I guess I chose the wrong ones . I was in the black. No, no. No, Coherent is good. Coherent is good, Lumentum is good, and Corning is the best. Don't feel that way. Look, we're experiencing fear right now about what's going to happen to data centers, but there's no doubt that copper will be replaced by fiber.
It's simply an evolutionary change that your company will benefit from. Let's move on to Ann from Indiana. Ann. Yes, Indiana, not one of those other "rinks ," Jim. Can I... Just kidding. I hate those skating rinks. Now I'm getting distracted. Okay, I have Valero as a trading position. Never took a full stand.
Valero, you understand. This is the riskiest deal in the world. It's a " make or break" game for her. If you continue to get this big spread on petroleum products because of the war, you will make money. And if not, Valero will return to what it always was —a stock that does almost nothing. This is not nothing.
And with that, ladies and gentlemen, we conclude our " Blitz Round." The Lightning Round is sponsored by Charles Schwab. Next: Didn't Kramer have time to answer your question during today's club meeting? Don't worry, he 'll answer a few more lat.
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