Penn National Gaming: "I happen to like Penn Nat very much ... it is doing fantastically and deserves to trade higher."
Alcoa: "That quarter was an amazing quarter, and they're not getting enough credit for it. That was a brilliant quarter. This is not the same Aloca. I'm a buyer."
Social Capital Hedosophia Holdings Corp V: "You've got to wait until it's SoFi, to be honest."
Hydrofarm: "I've got to have them on before I render judgment."
Palantir: "Palantir is opaque."
Sherwin-Williams: "It is an excellent company and it was a great quarter. ... I am a little more neutral because I like Lowe's. I think Lowe's is a better way because then you've got a lot of other things. You don't have to worry about raw costs."
Novocure:Â "It still seems to be not recognized by the medical community. When it is, the stock doubles."
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