Groupon: "I've been wrong. I felt that it had bottomed and it was worth owning at $4 and change, and here it is at $3 and change. But I'm not backing away because it's got a good balance sheet and it's doing well."
Las Vegas Sands Corp.: "I think that the Chinese would cut off their nose despite their face because I think that they feel like they're playing the long game, [which] is what you keep hearing. That means that the short game is all over [for] Las Vegas Sands. I'm not recommending the stock."
Paycom: "The stock is a little bit high, it's elevated, but it's one of those stocks that is anointed, is [how] I'd describe it. Let it come in a little before you buy any."
Bojangles: "I totally understand why someone might think that [Bojangles is set up for a buyout or a sale], but the stock was up so much today that we can't come on top of it. Because what'll happen is I'll recommend a stock and it'll be up there on a takeover basis and on a fundamental basis it'll end up hurting us. So I'm going to take a pass right here, but I understand the thesis."
FedEx: "I think FedEx is terrific. I think that I'm not as worried about world trade as other people. They just don't seem to be able to understand that FedEx is incredibly well-run, and I liked the last quarter despite the fact that others didn't."
Amicus Therapeutics: "It's speculative Friday, and I've got to tell you, my take on that is that is one of the most speculative stocks in the book. I felt it was good, but the stock has been just a House of Pain of late. I can't recommend it other than for speculation."
Discovery: "This stock has been on fire ever since David Faber's incredible piece about how interesting the stock is with David Zaslav, who is the CEO. Therefore, it's so high, I cannot recommend it. However, I can tell you that I think that Disney is terrific."