Stock Chart IconStock chart iconKeel Infrastructure's year-to-date stock performance. Keel Infrastructure: "This is the kind of thing I'm willing to bless. It's a high-risk infrastructure company where I do feel that something good could happen."Stock Chart IconStock chart iconTruist Financial's year-to-date stock performance. Stock Chart IconStock chart iconArcher Aviation's year-to-date stock performance. Archer Aviation: "If you own Archer at $5 and it goes to $4, it's going to hurt. But I do think it's like Keel. You can risk a little money. You're allowed to have a speculative stock in your portfolio."Stock Chart IconStock chart iconOllie's Bargain Outlet Holdings' year-to-date stock performance. Ollie's Bargain Outlet Holdings: "It's been missing the quarter. It's tough ... Look, it's TJX — they own that segment. You don't want to be in anything else, and even TJX is tough."