Generac: "The stock is up huge, but it's still not too late because our power grid is failing so badly in this country that Generac is the answer."
Energy Transfer: "No, that balance sheet is from hell."
Switch: "It's good. I mean, you know, they didn't blow their numbers away, but it's just a good, steady business. I was going to counter with Vertiv ... but I like yours. I think it's good."
Centene: "It's a political year ... Let's just give [the company] a little more time ... I don't want you to leave that one."
Cisco Systems: "It's just not their moment. ... I think you're fine."

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