UnitedHealth Group: “I felt that the possibility that Bernie Sanders wins on Monday made it so we had to sell UnitedHealth for the charitable trust, even though I think it’s a great company, because I think he doesn’t even believe it should exist.”
Nordstrom: “My buddy Matt Boss at J.P. Morgan is really saying, ‘This could be, this could be, this could be,’ but you know what I say, let somebody else make that money … I prefer Costco.”
Renewable Energy Group: “It’s kind of one of those companies that recycles old oil. It’s a renewable chemical that I think has a place as a spec, but that is it, OK? I’d rather be in Clean Harbors. I really would.”
Grand Canyon Education: “Keep watching. Don’t touch it.”
Vertex Pharmaceuticals: “I think that makes a ton of sense. I think that its cystic fibrosis drug is the real deal, and Wall Street continually underestimates it. Maybe they should know a little bit more about that horrible disease.”
Southern Co.: “You’ve got to let that one cool off. Same thing with Dominion. I’ve been recommending Dominion for ages. You’ve got to let them cool off. Way too hot for this guy.”
