ConocoPhillips: "Well look, I'm not a big fan of the fossil fuel stocks for a variety of reasons. You are in the one with the best growth profile, the large ones. Look, if you want to own it, it's got a 3% yield. It's O.K."
Nucor: "If you like a steel company, it's the best steel company. I don't prefer steel companies. I think there's too much competition, but if you like them they are the one."
Crown Castle: "I think you're in good shape."
Nio: "I like to do more than just dice rolling."
Tandem Diabetes: "Just 'cause a stock goes down does not mean it's a bad company. Tandem Diabetes ... is a good situation."
Iron Mountain: "I think it's a buy."