American Express: "Oh, that quarter was beautiful. ... and they did it with millennials. Millennials are really signing up, 50% of the new cards. So that business is great."
Inseego: "I do not know Inseego. Wish I did."
Penumbra: "That thing is hot as a pistol. ... I have to do work."
Teledyne Technologies: "It's terrific. I've liked it for many, many years. ... It's a really good stock. I want to own it."