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Discover Financial Services: "You are fighting the Fed with DFS. You are in the Fed's crosshairs, man. No place to be."
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DuPont De Nemours Inc: "I actually like Corteva. ... I think the ag group is ready to roll again, as in bull market mode."
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Royalty Pharma PLC: "I like it, and I'm going to stick with it. It's not big, but it's not bad."
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Tellurian Inc: "It's at $2, and stocks stop at $0. They don't go to minus $2. So, I'm okay with Tellurian."
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Zoetis Inc: "I think the stock is now undervalued. ... It's a buy."
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Antero Midstream Corp: "I think Antero is terrific."

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