GNC: "I think GNC has to merge with Vitamin Shoppe. I think they have to create a power house. Without that, they have too much competition."
Goldman Sachs: "After they reported that quarter, after the conference call the stock got completely obliterated. Then people thought about it a little bit more and thought it wasn't so bad. This is a common mentality in this quarter."
Agios Pharmaceuticals: "I really like it, but I think you should take some off the table before earnings because I can't let a gain turn into a loss."
Rice Energy: "This is one of the situations that is challenged. If you see oil go to $75, people are going to say Rice is not done going down. I think oil is going to stabilize here, and I think Rice is okay but I don't want to buy more right now I would rather buy EOG."