AT&T: “You know, I didn’t think the quarter was nearly as bad as the stock reacted. The stock’s down $1.50, yields 5.6%. I think the yield’s safe. I’m actually a buyer here.”
Silicon Laboratories: “They missed the quarter badly in a quarter in a market where semiconductors are all hitting it out of the park, so I have to say stay away.”
Amarin Corp.: “Count me as a speculative buyer.”
Twitter: “Let me do some more work, but I do happen to like Twitter.”
Rite Aid: “I can’t game short-squeezes. What I like is CVS. … CVS is a better buy. [CEO] Larry Merlo is doing a fantastic buy there.”
Sprout Farmers Markets: “It’s certainly not where you want to be.”
LyondellBasell Industries: “I would be a buyer.”
