Interview covers his views on the market, macro-economic issues, retail and oil and gas sectors including the following securities:
- Geospace Technologies (NASDAQ: GEOS)
- ION Geophysical (NASDAQ: IO)
- Dawson Geophysical (NASDAQ: DWSN)
- Transocean (NYSE: RIG)
- Schlumberger Limited (NYSE: SLB)
- Halliburton Company (NYSE: HAL)
- Bed Bath & Beyond Inc. (NASDAQ: BBBY)
- Hibbett Sports (NASDAQ: HIBB)
- Domino's Pizza (NYSE: DPZ)
Watch the full interview below or click here.
On the Geospace Technologies and Bed Bath & Beyond commitments:
"...Listen Joel... that thing [Geospace Technologies], is going to go through the roof, I have no doubt... and I'm buying Bed Bath & Beyond for our fund and I'm buying it as aggressively as I can"
On the Domino’s Pizza short:
"…You can not borrow money to increase a shareholder deficit... they're extracting wealth from their owners and they're doing it using leverage”