Scotts Miracle-Gro: "That may have been the trade. I mean, the summer's almost over, we don't use a lot of Scotts Miracle-Gro going into the fall, so I think you take the money and run there."
Marathon Petroleum: "I think you should stay in it."
General Electric: "You want to keep it. I think Larry's (CEO Larry Culp) going to be able to pull it off ... Yes, you should buy GE."
Chevron: "I don't like oil and gas. I think it's uninvestible, but the only large oil company I would buy is Chevron."
Axon Enterprise: "We've been behind [CEO] Rick Smith and his work ... and we're still backing him, so nothing's changed for us."
Peloton: "I'd like to ring the register [on] Peloton ... this one's run up so much. It's up 133%. That's a bit of a nosebleed for me."