Cisco Systems: "I think when Cisco reports this week, I expect a decent quarter. I don't expect a blowout quarter, but I expect a decent quarter."
Enbridge Inc.: "You know, I've liked Enbridge because it's a growth pipe and I think that those are fine. It's got a decent yield. It's got a 5 percent yield and it's at a 52-week low. That seems like a bargain to me."
LogMeIn Inc.: "It's valued at some outrageous level for connectivity. I've got to tell you, I'm taking a pass on it up here. I don't know, man. That seems rich."
NOW Inc.: "No. Look, these oil stocks are just too rough on me."