IHS Markit: "It's a fintech company and it's a really good fintech company and it should be bought."
Six Flags Entertainment: "No, too hard. Too hard. I mean, you've got to have so many things go right, even when there was no such thing as Covid — but there is such a think as Covid. So, Veronica, we're going to skip that one."
Republic Services: "My long-term view is different from my short-term view. My long-term view is that the waste business is good. Short-term view: there is some pricing pressure. I do prefer Waste Management, WM, to Republic."
Sherwin-Williams Co.: "It's interesting you mentioned that 'cause I said that [when] people get the stimulus check" they will be homebound "and do some painting."
Penn National Gaming: "I think Penn National is my favorite in the group, other than Wynn. Why? Because of [Dave] Portnoy."
Cloudflare: It's expensive.