RUSH TRANSCRIPT Time Find ░░░░░░░░ at a garden center ░░░░░░░░ you Welcome back everybody ░░░░░░░░ for today s three ░░░░░░░░ lunch We re hitting ░░░░░░░░ names making headlines today ░░░░░░░░ asking our trader whether ░░░░░░░░ should be buying selling ░░░░░░░░ holding Here s our ░░░░░░░░ with James emmert the ░░░░░░░░ investment officer at main ░░░░░░░░ research James good to ░░░░░░░░ you First up novo ░░░░░░░░ the pharmaceutical stock slipping ░░░░░░░░ the company ousted its ░░░░░░░░ What s your take ░░░░░░░░ Sell hold Happy Friday ░░░░░░░░ It s a sell ░░░░░░░░ is a gp One ░░░░░░░░ Lilly s taking their ░░░░░░░░ share and had their ░░░░░░░░ with it Stock s ░░░░░░░░ 52 the company s ░░░░░░░░ the CEO I think ░░░░░░░░ get a reaction from ░░░░░░░░ Street It s a ░░░░░░░░ trap It s a ░░░░░░░░ A number of fund ░░░░░░░░ are also filing their ░░░░░░░░ f forms They re ░░░░░░░░ new positions We ve ░░░░░░░░ that Warren Buffett s ░░░░░░░░ hathaway doubled its stake ░░░░░░░░ constellation brands James should ░░░░░░░░ join in with the ░░░░░░░░ of Omaha Are you ░░░░░░░░ What Warren Buffett serving ░░░░░░░░ You know we don ░░░░░░░░ think the stars align ░░░░░░░░ constellation We think it ░░░░░░░░ a sell You know ░░░░░░░░ here s the thing ░░░░░░░░ company expects 1 billion ░░░░░░░░ from tariffs just this ░░░░░░░░ alone Stock s down ░░░░░░░░ and let s remember ░░░░░░░░ is a lower margin ░░░░░░░░ And there s a ░░░░░░░░ trend of nonalcoholic mocktail ░░░░░░░░ that can have an ░░░░░░░░ We are a seller ░░░░░░░░ I haven t really ░░░░░░░░ into that yet That ░░░░░░░░ trying They keep trying ░░░░░░░░ foist it on me ░░░░░░░░ I m sticking to ░░░░░░░░ and sticking with buffett ░░░░░░░░ removed his stake in ░░░░░░░░ James should investors follow ░░░░░░░░ Yeah Here We re ░░░░░░░░ the other side of ░░░░░░░░ I hate to be ░░░░░░░░ way but we re ░░░░░░░░ buy on CitiGroup Investors ░░░░░░░░ overweight financials in general ░░░░░░░░ for the same reasons ░░░░░░░░ own CitiGroup valuation at ░░░░░░░░ times earnings which is ░░░░░░░░ They ve got increasing ░░░░░░░░ and trading revenue Deregulation ░░░░░░░░ are coming their way ░░░░░░░░ let s face it ░░░░░░░░ financials are tariff immune ░░░░░░░░ is citi We are ░░░░░░░░ big buyer All right ░░░░░░░░ I like that you ░░░░░░░░ taking a notable position ░░░░░░░░ of Warren Buffett. That