Chipotle: "I want you to hold Chipotle. This is the kind of stock that you don't have to worry about with China. The stock is up a lot, so there will be profit-taking and you buy it because they've got their destiny under control."
Hexo: "Too early. Too early. Too early. Aphria, by the way, reported a good quarter, but we got to wait. You have to watch Cronos and Canopy to figure out if one of them should be a buy, but we're close."
Nutanix: "They're competing with VMWare, which is one of my absolute favorite companies. Stock's down 50%. It's got to have some floor somewhere. I have not been able to find it. ... Reported a bad number tonight. I'm struggling, struggling, struggling about where the bottom is, Nutanix."
Anaplan: "I like Anaplan, a lot. .... These stocks are going to have profit-taking 'cause they're up a lot, and Anaplan is up 112%, so don't expect it to run here."
Boot Barn: "I do like it."