Wingstop: "I think Wingstop's great" but "Wingstop did not have that great a quarter this time. They've had better ones in the past."
JinkoSolar: "I would not want to touch them now. I just think they're way too hot."
SmileDirectClub: "I think they've done a lot of right things since August. I think that they've done some things that make people feel like they shouldn't be shorted, and therefore the stock can still climb, maybe, as high as $15. I think it's probably worth owning until then."
Kensington Capital Acquisition Corp.: "Let's do work on it. ... I need to do homework."
Energy Transfer: "I don't like the company. There's too much debt."
Cracker Barrel Old Country Store: "I like Cracker Barrel. I think that they are always the first to come back when travel comes back. ... I think you're OK in that."
EOG Resources: "There's only a couple that are investible. Chevron's investible, EOG is investible, Pioneer's investible, Parsley's investible and that's it."