Vodafone Group PLC: "This thing has been such a laggard, and every time that the stock goes down more and more, the yield gets bigger, and now I'm starting to wave the red flag. There's something wrong there. I don't trust it."
Arconic Inc.: "Oh, the predecessor to Alcoa. OK, here's the problem: it's at $21. If they don't get a buyer, the stock goes to $17. If they do get a buyer, they go to $23. So it's $3 up, $3 down. For me, that means don't buy."
OptiNose Inc.: "I do not like the specialty pharmacy companies. I've been off them for three years. I'm not going there now."