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In discussing buying energy dips, says 'you can say that for a Vistra'—company likely still around in 5 years with supply-demand imbalance/energy bottleneck tailwind.

增持 · Overweight140.16146.66+4.64%Video

"The answer is Vistra if you want some level of margin of safety for the valuation you're paying... I own both. I'm in... Vistra at 137. So, I think both can do well."

持有 · Hold156.14146.66-6.07%Video

Jason said he loves the energy trade and VST is looking great; he sees it as a slow, steady multiple-expansion trade that needs to hold.

增持 · Overweight162.36146.66-9.67%Video

'My base target... was 185, VST 161... the people that are buying [it]... the CEO who's been buying multiple thousands of shares every other week while it was in the 130s. Then yo…

增持 · Overweight166.72146.66-12.03%Video

VST has the CEG deal catalyst, energy is a very attractive trade location, and pullbacks are viable.

增持 · Overweight160.50146.66-8.62%Video

He says he bought Vistra, called fundamentals relatively strong, cited a fair value around $185 when it was $135, and still sees 'relatively strong upside in the vistros of the wo…

持有 · Hold160.50146.66-8.62%Video

"I think this is one you get a little bit more patient with, but it was stuck at 130 for about three months and has now started to finally break out into the 140s." Catalysts: $4B…

持有 · Hold144.89146.66+1.22%Video