Allergan PLC: "It just was up almost 5 points today. It was up at $170 not that long ago. It's having a real run. They're getting some real approvals. They're starting to straighten the story out, but it has had a big run. I think I would wait until under $180 to get that thing done."
Six Flags Entertainment Corporation: "I like Six Flags. They had a better quarter than people thought. I'm going to endorse it as a buy."
Western Digital Corporation: "It doesn't matter where a stock came from, it matters where it's going to. But now it's all the way down to $69 and it yields almost 3 percent. I think it could fall 4, 5 more points, and then I want to buy it. Pricing has collapsed for NAND."
The Procter & Gamble Company: "We've got Nelson Peltz on the board now. We've got that real good yield. But what I think you ought to do is pick among the rubble – use the weakness to be able to buy some of the tech stocks that I've been talking about. That's the way to go to diversify away from just all Procter."