On Restoration Hardware: "You have to have some form of experience-type retail [to win]. ... You'll see it [at RH stores].... Price points at Restoration Hardware are pretty decent when you're looking at high-end furniture."
On Mylan: "Mylan is trading at half the forward earnings of the S&P. It's a well-diversified company. ... Mylan has been completely collateral damaged [versus] the real culprits," he said.
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