Delta: "I like Delta, but I like United more. I got a little less risk there."
Constellation Brands: "I like Constellation Brands, but you know what, I've got to wait for that spiked seltzer. That is what is going to drive the numbers."
Intelsat: "That's one we haven't looked at in a long time. I think that that stock is not cheap at all. It's had a very big run, and I'm not sure I like it up here."
First Majestic Silver Corp.: "That's a silver company, and we don't like silver. What we like is Barrick and we like Sean Boyd's company, Agnico Eagle."