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