Enphase Energy: You should "sell half of Enphase because it's up way too much given its solar roots and then [you] can let the rest run."
Equity Commonwealth: "I think that maybe it's time. I would not buy it up here. It's had too big a move."
Nextera Energy: "It's the only real growth utility that any of us follow. It's an aggressive grower, it's fantastic, and if you own it you hold it."
General Mills: "I would hold it because General Mills is becoming ... much more natural and organic than it's foes and I think it's really working."