PayPal: "I think your advisers are actually quite smart and I think PayPal is terrific. [CEO] Dan Schulman is doing a great job. There's a lot of upside if they get it right, and so far they've gotten it very right."
Nextera Energy: "You've got a winner there in NEE. ... I like NEE, it's a good stock."
Exact Sciences: "I say buy it."
Sarepta Therapeutics: "Sarepta's become too hard. It's just too hard to make a determination. Sometimes you just got to punt."
Cel-Sci: "It's just a good spec."
MFA Financial: "I'm going to have to take a pass on that one. I think you're reaching for yield, and I do not like to reach for yield."
Fidelity National Information Services: "It's a fantastic fintech stock with an $80 billion market cap that nobody talks about and it is excellent. It's a really good situation."