General Electric: "I think that [CEO] John Flannery's getting his arms around it. I think it's hard to do because he was not given a good hand and I think the stock is bottoming."
Celgene Corp.: "[The outlook is] very tough. I think it can bounce up a couple of points, but then I think it is going to be dead money. I worry about the Revlimid franchise and nothing else is there to really replace it."
Dollar Tree: "You know what, I think it can bounce 4 or 5 [points], but I've got to tell you that stock is not going to go all the way back until we see another quarter. That quarter was not good, sir. There were a lot of things I didn't like about that quarter and they weren't really answered in the commentary. It just wasn't good."
Chico's FAS, Inc.: "No. If you want a partnership with Amazon, you go with Kohl's. I did not like that Chico's quarter, not one bit. It's just not doing that well."
Campbell Soup Co.: "Man, I don't like that balance sheet. I don't like that quarter. I don't even know if they have management. Wow. There you go."
Copart, Inc.: "I haven't heard about that stock in a long time and yet I keep looking at it and I think it's real good. You've got a winner there."
Mazor Robotics: "I like Mazor Robotics. I didn't like – the management's kind of murky there – what happened with that insider trading or whatever it was that they got charged with. But I do like the robotics segment and this is the next [Intuitive Surgical]. That's hard to do because ISRG is so unbelievably good."
Packaging Corp. of America: "I love the packaging and paper industry, but I would not recommend PKG, not when we can own a stock that I've been telling club members to buy which is really, really great which is WestRock. That's the one to own and it's come down a lot from its high. I would pull the trigger."
Yext Inc.: "It's kind of like a Yellow Pages thing. We had them on and it was a good story. I don't think it's a great story. It's a good story."
STMicroelectronics N.V.: "Very good semiconductor company and I think it's a buy right here. It's also very, very, very, very inexpensive given its growth rate."