Uber Technologies: "I think Uber is a push. I like this stock longer-term, but shorter-term I don't think you can make the numbers."
YPF SA: "No. I mean we've got enough risk already. I'd rather have you own Chevron, to be honest, because there I'm not worried about the balance sheet whatsoever."
Energy Transfer LP: "No. That whole pipeline group is just so under pressure."
NortonLifeLock: "I like the company that Rick Hill put together. He did that, he did Symantec. I think it's a winner and it's down a lot."
Aimmune Therapeutics: "It's speculative and people have crushed all the speculative stocks. But it's still speculative and I don't mind if you want to own it. That's O.K. with me."