Enterprise Products Partners: “I could hold, but I’ve got to tell you I don’t like that group one bit. It’s been really terrible. There’s a lot of competition coming in there and those stocks are bad.”
Amarin Corporation: “I like it here.”
Global Blood Therapeutics: “I’m giving it my blessing.”
Ball Corporation: “I like that. There’s been some consolidation in that industry and the gas industry. … I like Ball Corp.”
Albemarle Corp.: “I did like it. The specialty chemical stocks they are kind of counter cyclical. Right now every chemical stock is going down and I’m not going to stick my head” in that.
Exact Sciences: They’re not doing enough right now.
