Kimberly-Clark: "Jimmy Chill's concerned because the only reason I would buy that stock right now is that 3.5% yield because that was not a good quarter. I'm even going to go far as to say that was a bad quarter."
Allegiant Travel: "I like it. It's a pure travel play, and we want to get as many travel plays we can because we know that people are starting to go away, and they're a beneficiary."
Gap: "Did anyone see the Kanye West, the single $200 jacket today? I thought it looked great, and it's the first of many. Gap is reinventing itself right in front of our eyes, and the stock is going I think higher."
Pitney Bowes: "PBI is engineering a turnaround, and I think that the turnaround could be real, but I've got to hear back from [CEO] Marc [Lautenbach]."
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