Ford Motor Company: "Seems like a value trap to me, sir. It's got a 5.5 percent yield, but you know what, it don't matter for a stock going down – 5.5 doesn't get you there. I'm staying away."
Chesapeake Energy Corp: "I haven't liked it for 10 years, so I can't really get on the Chesapeake bandwagon."
Atlassian: "Oh, man, I like those guys. That is a terrific, very inexpensive program that gets everybody to be able to be together in a company. I like that. Notice it didn't even come down [during the sell-off]."
AeroVironment: "I think that there's a private company that I know that also does agriculture. They do have agricultural drones that actually, I think, may be able to give this company a run for the money. I like the military side more than the ag side. It's down 15 percent, about, for the year. Call me a buyer, not a seller."
Conagra Brands: "It's fine, Conagra. The problem is that there's no real thesis right now to buy these food stocks other than [on] a takeover basis and I don't recommend stocks on a takeover basis."