Roku: “I think Roku’s good. … it’s got that cord-cutting feel that I like, so I’m going to say ‘okay.'”
Brown & Brown: “Do you really trust a stock whose symbols is ‘BRO’? I’ve got to ask my buddy” about this one “but when it comes to the insurance business, you know I’m a Chubb guy.”
T. Rowe Price: “I actually like the company very much. … Let’s say ‘yes’ to T. Rowe.”
Uniti Group: “That is a really intriguing company. We’re going to have a little homework because it’s not just a regular REIT.”
United Airlines: “The deal didn’t help. They did the print. They offered all this stock and they didn’t offer deep enough in the hole. They screwed up the deal, but you know what I’m a big believer that that one’s going to come back. We’re going to fly again.”
Source: Business - cnbc.com
