Regenxbio: "It's a totally speculative situation. Don't put even ... a small percentage of your assets in it."
Laredo Petroleum: "I'm not a fan of Laredo. I'm not a fan of the balance sheet, I'm not a fan of the industyr right now, so I'm going to have to go against that one. Parsley's better by the way if you have to be in it."
MKS Instruments: "I like your strategy. You're doing it just right. ... I think it's good, let the rest run."
Invitae: "I think you've got a winner and I support it."
TG Therapeutics: "You know, it finally worked."
Vertex Pharmaceuticals: "I think this stock is undervalued. I think it could go up a lot."
Kinder Morgan: "If you have to own a pipeline company, it is at 52-week high, it's not bad, I just don't think you have to own these, but it's not bad."
Ventas: "It's a tough one ... but that was a disappointing last quarter. Plain and simple."