Seadrill: "Stay out of my house of pain on this one, and I don't recommend it."

Micron Technology: "Micron is good, but why don't you go a little bit more upscale and buy Skyworks Solutions."

Iron Mountain: "It's too high now, and is under a 5 percent yield...Let's just go with HTP. I am intrigued by Iron Mountain, but I missed it. And that's not good, I can't go in after I've missed something."

Buckeye Partners: "I'm still going to say Kinder Morgan over Buckeye, but I was shocked that Buckeye delivered that kind of great quarter."

Aerovironment: "It's a very exciting company, and I know Martha Stewart likes drones .. but Lockheed Martin is the one that we like."

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Opko Health: "I'm sticking with it. I'm not backing away, but I would have thought more at this point. Let's hold on to it."

Qualcomm: "I'm stunned that every government is investigating them. It's now just become a law suit stock. If I want a law stock I'd go own a bank, I don't need a semiconductor. Take a look at Texas Instruments, that is certainly I think more attractive. The government risk is too great."

Sony: "I do understand why you would like the Japanese market, it seems intriguing to me. But I'm not going there."

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