Square Inc.: "I think you're OK. It got caught up in bitcoin mania. We had Sarah Friar on, the CFO. She said it wasn't going to be that important, but they announced their press release and then [CEO] Jack Dorsey said it would be important. So I am betwixt and don't know."
AXT Inc.: "This is a company that helps make the parts of semiconductors that, frankly, I don't want to be involved in, so I am going to say no. I am going to say that you could be in Intel or, yes, if you want one that is going to be down, I think, until year-end, but I do like, it's Nvidia."
Groupon Inc.: "I've liked it now for a little while. I've liked it since $3. I don't think it's done. I think it can go higher. I think it's very well-run now. I like the stock."
Marriott International: "Let it run, my friend. Quality company, quality brand. I think it goes higher."
Buckle Inc.: "This is young men and women apparel. We talked about this with [American Eagle Outfitters] the other day when I was on 'Halftime Report.' This group is smoking. It's been left for dead and it's not dead and I like it."