International Paper: "You know, the stock has come down big. I kind of regard it as an Amazon play. It's a good trade on world commerce. A lot of people feel world commerce is going to slow down, a lot of different crosscurrents because of tariffs. I say IP, at these prices, is a very good buy. I'd love to see [the CEO,] Mr. [Mark] Sutton come back."
GrubHub, Inc.: "I've been riding this for a long time, and I've read a couple of downgrades and I am getting a little- look, bulls make money, bears make money, but pigs [get slaughtered]. So, no."
LGI Homes: "Everyone's blasting the homebuilders because of higher rates and they're very low because of lumber. I have to tell you, I like Lennar. I saw [Lennar CEO] Stuart Miller, [who's] retiring and that's one of my faves. I also like Toll Brothers."
Pilgrim's Pride Corporation: "There's so many things wrong with that thing right now, but if you think three to five years out, I'd rather own Tyson than that one, to be honest. I think Tyson's better run."
J.B. Hunt: "I thought J.B. Hunt reported a terrific quarter. Other people were saying it was ho-hum. The stock went up. I stick with it."
Winnebago Industries: "This group trades so, so badly. I mean, I just keep hearing 'glut, glut, glut.' In the last six weeks, glut! I've got to find someone to dispel the glut or I can't push it."