Stock Chart IconStock chart iconKratos Defense & Security Solutions' year-to-date stock performance. Kratos Defense & Security Solutions: "Defense stocks have been cut in half, including this one. I think that they've been punished enough. I actually want to buy Kratos."Stock Chart IconStock chart iconEquipmentshare.Com's year-to-date stock performance. Equipmentshare.Com: "I thought this would be like United Rentals, and it wasn't. It's disappointing, and I can't stick with it."Stock Chart IconStock chart iconCheniere Energy's year-to-date stock performance. Cheniere Energy: "I've never lost faith in Cheniere...I want to continue to back them because I think we're going to own the LNG export market because we have the most of any country in the world."Stock Chart IconStock chart iconPhillips Edison & Co.'s year-to-date stock performance. Phillips Edison & Co.: "I don't know what it owns, and so therefore I'm afraid after this tremendous run that I'll be coming in late for the party, and I can't opine on what it has."Stock Chart IconStock chart iconPool Corporation's year-to-date stock performance. Pool Corporation: "Pool needs more transactions in the housing business, and transactions are at a 40-year low, so I cannot recommend Pool."Stock Chart IconStock chart iconSuper Micro Computer's year-to-date stock performance. watch now