Pure Storage: "Yeah, it is [a buy]. It's actually real good. It's one of the ones that I should have on. They're very smart management. I like them very much."
Gulfport Energy Corp.: "Not high enough quality. We've got a lot of higher quality stocks in that group. You're way down the food chain. And, by the way, if you want an oil service [company], buy Schlumberger."
Insperity: "Man, this thing is a horse. This is a service company that just never, ever seems to quit. Call 'em a business optimization company. And we've been recommending it for, I don't know, ages."
Preferred Apartment Communities: "Not a big fan of multi-family and don't like that 7 percent yield. Thinking you're stretching there to get that. Multi-family is ix-nay."
Frontline: "I have never liked the very large crude carriers and I'm not going to change my mind right now. Boy, have people done poorly in those."