Norwegian Cruise Lines: "I like Norwegian Cruise Lines. It had a good quarter. The group is looking up, I think it's a good place to be."
MGP Ingredients: "That's a refinery and distillery. It's a really good company."
Valley National Bancorp: "It's a regional bank that I do like. It's very cheap."
American Water Works Company: "It is a defensive play. It's doing quite well. I like it. It's not that cheap, but it does have the defensive characteristics."