Sea Ltd: "I can't analyze that company. [It] doesn't make any money. It's got all the appeal of a lot of the companies I follow, but I cannot opine on it. I'm not dodging it, I just don't know it."
Quest Diagnostics: "I think Quest is good. I like Lab Corp more, frankly."
Pacific Biosciences: "I can't tell [you] to buy it up here. It's moved too much."
HanesBrands: "Very pedestrian stock. It's doing OK. .... I thought PVH did a decent job in the quarter. I'd rather be in that than to be in this one."
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