Roku: "[CEO] Anthony Wood came on this show about 150 points ago. He told a very compelling story about how they've got subscriptions and ads. I like both businesses, so, therefore, even up here, I still like Roku."
Tapestry: "Tapestry's OK. I like the album more than the stores."
Vornado Realty Trust: "I think that you're in the best of a bad neighborhood. You are in the house of pain."
Applied Materials: "I like that company. I do like Lam Research a little more, but that's OK.
Piedmont Lithium: "Very dangerous, but if you want to speculate, I've got no problem."