Nikola Corporation: "Supply overwhelmed demand, which is not a good sign. Most of the good stocks are like Tesla where demand is overwhelming supply. I think that you should stay away. There is much better places for you to put your money."
Olin Corporation: "It hasn't benefit from this. It's not going suddenly going to start benefiting. It's a disappointment. If you want a chemical company, the only one I'm recommending right now after Dow's had its big run is DuPont. Olin's been a disappointment. I don't want to put you in that house of pain."
Illumina: "Illumina is sensational. I was going to say, I hope he says either Illumina or Thermo Fisher or Danaher. All three of those are good ones. Illumina is a great company. I can't believe no one snapped that one up when they had a chance."
Kinder Morgan: "I don't like the pipelines... I just think the pipeline business was a once-great business without a lot of growth, and I do not think you should own that stock. If you do want oil, the ones I'm recommending once again are Pioneer because of [CEO Scott] Sheffield, Parsley because they have a great environmental footprint and yes, Chevron because Mike Wirth is as smart as they get."