Applied Materials: "It reported a monster quarter, but it's not done going higher...I think that Gary's doing a super job. We want to stay long on that one."
Telus International: "I think they're a loser, honestly. I mean, honestly. They're just doing a terrible job. We do not need that, there's like 40 other guys in that same space that are better."
Tutor Perini: "I think those guys are just where you should be right now. I think they're going to come out of this thing. They've been in a funk, it's a small cap stock, and they're going to get good contracts, and I think they're going to do very well with all of the federal money."
Alphabet: "Yes, you can still buy that. A monster good quarter, and the stock hasn't really run. I'm going to say I'm going to bless buying that stock."
Rocket Lab: "No, no, no, no, no. We like companies that make money."
Nio: "No, no, we're not buying any Chinese stocks. I know that they're getting subsidized by the government...there's like three of them that are doing well, but I'm not buying it."
Rivian: "I think Rivian comes on this show and we do a big sit down. Because right now, 20 bucks, it's neither here nor there, but if I sat down with the company, I'd get a better vibe. I need more vibes."
Medical Properties: "I'm nervous about that one...This is one of those where the yield is actually too high, and it makes me uncomfortable."
Huntington Bancshares: The stock, HBAN, is a good stock, and I share your enthusiasm."
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