Ubiquiti: "If you want enterprise it's Cisco, and if you want individual we're going to go with Zoom. We're not going to out-think this one."
Callaway Golf: "I think this is an interesting level to get long on this stock."
Halozyme Therapeutics: "I don't want to take on too much risk right here."
Cardlytics: "I'm going to say yes, this is what we've been waiting for."
Mercadolibre: "That is one great company. ... We've got the Spotify, we've got the Mercadolibre and we've got the Alibaba, and all of those are three foreign stocks ... and they're all good. They're all buys."
Martin Marietta Materials: "I like the company, but you see right now we're going into a recession. We ain't coming out of it yet and we don't have an infrastructure bill, we don't have the $3 trillion that I want, we don't have anything."