Super Micro Computer: "I'd much rather see you in Nvidia."
Extreme Networks: "I think it's fine. I mean, it's just one of many companies that is not proprietary enough for me to be able to recommend, especially at this point when people seem to want to sell tech."
Zimmer Biomet: "That's a very tough one. Zimmer Biomet did not have a good quarter. When these guys don't have a good quarter, there's really no stopping them, they're on the move. I say you have to re-circle the wagons and buy GE Healthcare, which is much too cheap..."
Sunrun: "...only First Solar seems to be making the cut here, and that's the one that I would recommend."
NRG Energy: "NRG's good... but you know what, I'd have to tell you, I like this new gang that runs Southern...I think that's the way to go."
Ecolab: "I think they're ok. I'll tell you something, I know that it sounds like it's a little far afield, but Cintas has a similar business. I think Cintas is the way to go."
Old Republic: "They're a very good company, but when we talk insurance, we just talk Chubb."
Indie Semiconductor: "Self-driving has hit a snag. I'm not going to recommend a self-driving related semi company, just not right here, not right now, not if it's losing money."
Arista Networks: "A lot of people like Arista, and it does trade, it does trade with Nvidia. I actually think the much cheaper and not as complimentary play is Cisco."
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