Omega Healthcare: "This is hard for me to fathom because it's diverged so much from Ventas ... which has 3% yield. I've got to see what's going on. Usually, that's a red flag to have a yield [as high as Omega]."
Evelo Biosciences: "Total spec on different illnesses. When I see a spec on cancer because my mom died from cancer, I say, 'Listen, let's give this one a shot.' Someone might have something against these dreaded diseases."
Zscaler: "I like [CEO Jay Chaudhry]. Here's the problem: This stock has never had a down day, it seems. But yeah, Jay does great. Zscaler is really good and please, let's not forget Okta."
Dycom Industries: "Why the heck isn't that stock higher? Don't we have huge problems with the wires all over the utilities?"
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