Teladoc Health: "It's one of those companies whose valuations have completely gotten stretched. That does not mean you need to sell, but I would prefer to see you down 10% from its high before I would pull the trigger next. That's one of my rules for the valuation stretchers."
Wex: "I would just stay long it. I know that there was a downgrade the other day. I thought it was a little fatuous."
Boeing: "Boeing is a company that is going to be I'd say 25 down and 150 up when they get this thing approved and a vaccine occurs. I like that. ... I think you're in good shape with Boeing, but don't double down."
Coca-Cola: "Why would you own calls on a stock that's got a good dividend. Just own the common and reinvest the dividend."
FireEye: "I thought that was very interesting. This stock barely rallied today. Barely rallied. I know you can say 3%, but this Twitter hack was very bad. So we've got to go back to the well. We've got to say it's Palo Alto, we've got to say it's Crowdstrike. We like those more. We like Zscaler more ... [and] Proofpoint."
Ingevity: "I actually know Ingevity Corp. It's just a plain-old industrial, and that's exactly what I want to buy right here, right now."