Palantir: "I like these guys."
Trane: "I like Trane so much...I still like it, even up here."
Walmart: "Man, that stock goes down every day. You know why? Because it used to go up every day. I think this is a good level to start buying Walmart...But Costco is better."
ImmunityBio: "This is a company that's losing a lot of money. It's a company that if they don't get the approval that you want, it could be dangerous. As long as you accept the risk, than I'm fine, but it's a very risky stock."
Ellington Financial: "I don't know what they own...I'm going to have to be a little more circumspect than you are."
Air Lease Corp.: "I like Air Lease Corp. But I got to tell you, if you like Air Lease, you're going to love Boeing."
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