Praxair: "Look, the government — they're trying to figure out how to deal with that anti-trust stuff, so I think that that whole complex of 'just air' so to speak is just wrong, so I like all of those in that group."
Trinity Industries: "Keep looking, don't pull the trigger. I'll tell you what, look, you're absolutely right structurally, but we're going to actually own the rails. I like Norfolk Southern and I like Union Pacific right here, and I like CSX. You can buy any one of those three."
MGM Resorts International: "No, we're recommending Pinnacle Entertainment. We want domestic and we don't want just concentrated in Vegas. We've been saying Pinnacle, we like it for betting too, gambling.
Energy Transfer Partners: "I think you ring the register and be glad that they did some sort of takeover there because that has been a godawful situation."
Aerovironment: "We like Aerovironment, we think that they're terrific. I've been trying to have them on, but I don't know what the critical breakdown is because I think that is a well-run company."