First Solar: "I think you're in great shape. I think that stock's going to move up."
Gan Ltd: "Let's take that idea off the table. We'll keep it in our heads, but we'll take it off the table. There are so many of these gambling companies right now, I don't want to be in them. There are just too many of them."
Everi Holdings: "I think you've got to take a little off the table. I think you'd be in good shape. That's a nice gain. Take your cost basis out and then live to play again."
Stem Inc: "We like Stem. We like what they are doing with the environment. We like what they are doing with energy. I didn't expect it to take off as well as it did, but the market has suddenly fallen in love with this kind of stock again and I think you're in good shape."
PPG: "At this very moment, it is not going to do as well as the higher growth stocks. It just won't."
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