1Life Healthcare: "You can own it if you want to, but, you know what, there's so many of these and I feel like they go down altogether. I don't want that right now."
Tyson Foods: "They were obliterated by Covid" and "I can't recommend it."
Switch: "Datacenter is where you want to be, and anybody connected with datacenters."
Sonos: "It's a good company, but I think you're just going to have to wait now until the next quarter, which I think will be bigger than this one."
Activision Blizzard: "I think Activision Blizzard is going to have a fantastic holiday season and you should own it. This group trades incredibly widly, most people don't have the stomach for them, so you have to strap yourself in if you're going to own Activision Blizzard."
Aphria: "It's a $4 stock, it's not expensive. ... Aphria's OK. It's OK, but I've got to say that the Canadians are just so hard to own."