Under Armour: "There will be no takeover here because they have different classes of stock. What I do think will happen is, after a couple of quarters, they're going to come out of this because [CEO] Kevin Plank is re-focused. But boy, they've got a lot of personnel changes, and I can't have great conviction when I see that much personnel change. I really can't. I wish I could."
Workday: "I actually liked the quarter. Did it deserve to sell off like this? Eh, you know what? All the high-multiple tech stocks are selling off. But I think if you had to start a position, I would start it right here."
NextEra Energy: "NextEra is a great utility and I like them very much. It's a good stock."