Baxter International: "Bad quarter, [I] like the company though and as it's come down I think it's a buy. I was surprised how weak the quarter was, though."
Aimmune Therapeutics: "I'm not saying this is a what-have-you-done-for-me-lately business, but that was their thing and then when you get something like that and they get the [FDA] approval they almost always sell-off."
Berkshire Hathaway: "It's been a — I hate to say it — but it's been a bit of an under performer, but I'm never going to go against Warren."
Macquarie Infrastructure: "I do think that Macquarie's a good company. When I see that yield it does worry me, but I know it's a very well-run business."