Nokia: "Well, there was an upgrade today ... I do believe that it is a decent value spec ... given the fact how low it is, but Huawei is crushing them."
Snap: "I am bullish on Snap, but you don't need to buy anymore here. It just went up on a spike, but I am bullish because there's just not enough social media plays around."
Marketaxess Holdings: "I think it's absolutely terrific."
AT&T: "I am a believer in AT&T. I am a believer in the story that Elliot Partners tells. I think it is a good situation to own."
Enphase Energy: "It's very speculative ... I do think it's gotten pricey."
Natera: "I don't think you should cut and run here."
Amarin Corp.: "You know what, this thing has been a rocket ship. We think it has more to go."
Roku: "If you buy Roku or you buy Trade Desk you have to understand: you're not coming in early, you're coming in potentially late, but I'm not going to fight you because of the chord-cutting issue, and that's what's driving those stocks."