Yeti: "I love Yeti. I'm not kidding. ... Yeti's better than ever. It is such a good company, and the brand keeps extension, extension. I think Yeti is a good one."
Under Armour: "It's a heartbreaker. That thing is a heartbreaker. I mean, they still have to get that inventory under control. I am not going to tell you to sell Under Armour. ... I have not lost faith" but "I'd rather have you buy Nike."
Neurocrine Biosciences: "That's a very hard area. Almost everybody fails at it, so I'm going to take a pass on that one."
Ooma: "We have to go back to Ooma because, you know, I liked it, but it's small business, so now I've got to suddenly double up, because when it's small business it's something that I've got to worry."
Centogene: "I don't even know if Centogene knows Centogene. We've got to do some homework."
Boeing: "I think you hold Boeing. It's got to get better. There's a lot of good news coming from Boeing. I can't tell you to sell it anymore, but don't get excited about it because in the end all of these airlines are in trouble."
BJ's Wholesale Club: "That was an amazing quarter, BJ's. This has been an incredible stock. It came public to no fanfare whatsoever, and it has been nothing but net and I think will continue to do so."
Bank of America: "The stocks ... represent the small- and medium-sized businesses. They literally are" and "I can't recommend them right now. We'll get closer to the quarters, and then we'll make a decision."