Cloudflare: "I think Cloudflare has had too big a run. ... I want to take profits here."
Haynes: "They missed the quarter so badly I just can't cotton it. I was surprised. Down to $12, they have enough cash flow to make it interesting, but I'm looking for winners, not losers."
Sorrento Therapeutics: "I don't think that you want to be in that stock. I think that we've now seen what it take to be a winner in this space, and they don't have it."
Palo Alto Networks: "I wouldn't bet against it."
Tractor Supply: "We have to be very careful with that one."
ViacomCBS: "Viacom's done a lot of good things. ... I don't think it's expensive. It does not have a good balance sheet, but it's not that bad a company."