Stryker Co.: “Unless it gets a takeover, from this level I’d like to let go of it because they do have … procedures that might be optional right now and we don’t have a lot of room in the hospitals for that to happen.”
Plug Power: “No. Too speculative.”
Exxon: “If you want to own a big-dog oil, you own Chevron. If you want little ones you own FANG, which is Diamondback, or you own EOG or Pioneer or Parsley.”
Polaris: “It’s come down a little way and, yet, I think that’s a pretty interesting opportunity, for long term.”
Calithera Biosciences: “It’s a very interesting spec … I think it’s one of those companies you wake up and it just can be like a home run. Good spec.”
Capital One Finance: “If you want to go [with] a little spec like that, why don’t you go with Wells Fargo?”
Granite Point Mortgage Trust: “I don’t really care for that group. I think you should go for growth, you’re a young guy. … I would actually rather see you in Tesla.”
Apache: “I don’t like the oils,” except for a handful.
