Anaplan: "Now that stock has not come down at all, but I do think that's the kind of thing I think you could scale into because it is a good company."
Great Lakes Dredge and Dock Co.: "I like that little boy. I think that's a good company and I think that's just going to get more and more use. We have so much that we need to dredge in the oil world."
Peloton: "Peloton, I think, is going to have a good quarter ... The company's done very well. I think they're going to have a very good story to tell."
eBay: "They had a non-chill quarter frankly. I was really disappointed with them. Just keep moving. Look away from that one."
Luckin Coffee: "This one is coming down. It's China. It should never have been as high as it is. This is a Chinese coffee company. I think you take a pass. I don't want you near it."
American Water Works Company: "That is such a good company. It's been a consistent. It's been a winner. Just the kind of stock that you need to be buying into weakness that we're getting from the coronavirus."