Signet Jewelers: "We said they were in the penalty box after they missed the previous quarter and they just missed the last quarter in June. It's trying so hard to turn it around … and it's not working. It's still in the penalty box."
American Tower: "I have liked AMT. … They have too much business."
KKR & Co.: "They're about to change their status. … I say buy, buy, buy."
Seagate Technology: "I think that the yield is safe. It's just it's — there's some better fish to fry, including Micron."
LendingTree: "I remember when this stock was under $100 … and we said 'buy, buy, buy.' And you know what, we're still saying 'buy, buy, buy.'"