Voya Financial: "I think it's good. It's the best house in a real bad neighborhood. I will not recommend anything financial or anything oil."
New York Community Bancorp: "I know you're probably interested in that dividend, and it is bountiful ... I look at it and say, 'if I were running that bank, that dividend is too risky.' ... I don't like the shape of the U.S. economy right now if Covid keeps growing."
MPLX: "You probably like it for the yield, which is around 16% .. typically that kind of yield is unsustainable and will be cut. Maybe this is the ultimate exception, and good luck to them."
Callaway Golf: "I like your thinking. ... I think if it goes down tomorrow, you pick some up."
Simon Property Group: "The longer the Covid lasts, the less valuable that property is. That's the way it works."