Alteryx: "They're wiping the floor with spreadsheets. I think they are fantastic."
Oneok: "Get out of that industry."
Transmedics Group: "As long as you recognize that's a speculative situation, I bless it."
AT&T: "I just don't like the fact that the stock's still yielding 7%. It makes me uncomfortable."
American Express: The company had an "unbelievable conference call. That was a great conference call. I expected the worse and I was surprised of the upside. ... I'm OK with it."
Sunrun: "We've got to ca-ching, ca-ching. Too much money being made in too-short period a time."
Bloomin' Brands: "We saw an upgrade this morning. I guess they can handle it. I don't know many restaurants that can ... have enough customers, but they look like they can handle it. So I'm OK with it."
Intel: "Intel's too low ... to sell. I don't have an upside, I don't have a reason to buy it."