Nordstrom: "Two-year time horizon? No. It still hasn't changed, not when we have so many great retailers that are dominating. Look, I would rather own Walmart than Nordstrom, to be honest. I would rather own Target."
Workhorse: "It's incredibly speculative. Speculation has been working. ... I think it's flavor of the month, but you know what, it tastes good."
Ameresco: "I am a big believer in renewable energy ... You can put 5% of your portfolio into this, but no more, please. These are really speculative.
Zoom Video Communications: "Zoom reversed today. ... I think that people don't want to hear this, but this sell-off is actually an opportunity in Zoom. So I would start, but start small. Why small? Because that reversal today scared a lot of people and is going to bring out more sellers tomorrow."
GlaxoSmithKline: "No need. No need to buy more and the reason I say that is because they don't have the earnings growth that you want. They just don't and as far as I'm concerned the problem with Glaxo is that people just want it for the yield, 4.7%. I like growth when it comes to drugs. I actually think Bristol-Myers' a better buy."
World Wrestling Entertainment: "No. If you're starved for [sports], what you ought to go do is buy a video game stock. I think it's a better bet because I don't know when live is going to come back."
Rite Aid: "Rite Aid I believe is what we call, John, a short squeeze. There are a lot of people betting against it. I don't think it's doing that well. I don't know if you caught Walgreens last week, but all the way out at the beach I saw that was bad. These guys aren't nearly anywhere as good as Walgreens."