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Teladoc Health: "Too much competition in that business. Don't want to own it."
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Qualtrics International: "This company had a major upside surprise. It's doing incredibly well, but the valuation is such that people don't want to own it until they start making money."
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Otter Tail Corp.: "People like it. I like American Electric Power, but Otter is a real good one."
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Oppenheimer Holdings: "That is one cheap stock, and it has not participated yet in the financial rally. I think it should."
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APA Corp.: "[CEO John Christmann] stuck it out, and he's doing a good job. Now, the stock has had a bit of a rough [period], but I think Apache actually works. I was quite premature when I owned it for the charitable trust many years ago."
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Mosaic: "Mosaic is really about the only game in town for the [fertilizers]. I think the [fertilizers] can go still higher. ... I like Mosaic. I know it's an up-and-down stock, but I do like it."
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Icahn Enterprises: "See, the problem is I don't know what's in that company. I've watched it go down, down, down. If there was total transparency I could recommend it, but I just can't."
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Vertex Pharmaceuticals: "It had a stumble with cystic fibrosis, but it really is the only real hope for people. I like the company. I think it's a very interesting drug stock that sells at a very low multiple."
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Ebix Inc.: "E-commerce for the insurance industry, there are so many that want to do that. I don't want to be there anymore. Too many companies chasing too few customers."
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