Ambarella: "It's made a nice comeback. It's video compression. I never thought that they could make the comeback and I think that you're OK in it."
Dollar General: "I think it's a great opportunity."
Quidel: "I'm going to go no on Quidel."
XPO Logistics: "You want to buy it because [CEO] Brad Jacobs is a genius. ... The doubters have been completely wrong."
Boise Cascade: "I think it's a strong buy."