Innovative Industrial Properties: "I think that's an interesting stock and it's got a good yield.
Draftkings: "This stock has been a red-hot stock" and "they're the soul, basically, the soul of sportsbook. I think that they're brilliant guys" and "I'm not going to bet against them."
Teradyne: "I would own that."
Big Lots: "It's got an activist in there and you can see some life and I have not like Big Lots historically, but the activists are very, very smart" but "if the activists get out, you have to get out."
Jumia Technologies: "We're going to take a pass on Jumia."