Apex Technology Acquisition: "Blank-check company. ... We've got to do more work on it."
Jumia Technologies: "I think you've got to let it cool off a little."
GrowGeneration: "I think this stock has been a rocket ship. I want rocket ships to cool off."
Emergent BioSolutions: "I think this stock is just going down, down, down because there hasn't been any news flow, so I say that one's OK to buy."
Cassava Sciences: "We have to be very careful with the pain-management ones. ... I've got to do more work on that because if I get too far ahead of something and it doesn't' work, then I will have made a big mistake."
Interpublic Group of Companies: "That stock is still inexpensive. I think IPG is good. The stock is still way below where the rest of the market is."
Sumo Logic: "It's a very crowded space. ... I can't just go recommending this one. No, not right here, not right now."