Nutanix: "You're going to need a long-time horizon for that because they missed their quarter very, very badly, and it's not like this is a situation like as a DexCom or something where there's use for the product no matter what. I just think DexCom is an example of a stock that holds up rather well."
Franco-Nevada: "Oh, I like Franco Nevada very, very much."
Shockwave Medical: "I like that. I like devices, here."
ServiceNow: "I am a big fan and I think that [CEO] Bill McDermott is a bankable guy. Now understand ... anything can have a short-term problem but I am with Bill McDermott. I am with ServiceNow."
MSCI: "I am sticking with it."
Daqo New Energy: "This is a Chinese company and I think that the Chinese market ... lacks a level of transparency that I like."
United Technologies: "It's going to be a rocky situation."