Bed Bath & Beyond: You'd be "buying this thing for much less than cash, so I think it's O.K. The problem is, of course, retail is hated."
Raytheon: "I think Raytheon's O.K."
General Dynamics: "You're basically betting that President Trump is going to win a second term because if the Democrats get in, I do not think that you're going to be able to expect that you're going to have military appropriation as big as you get with this current president."
Churchill Downs: "This is a bad place to be."
Allscripts Healthcare Solutions: What the heck is going wrong with that thing? This is electronics records keeping and it has just been destroyed and there's huge insider buying. Let's get the CEO on, who just bought a ton of stock."