Inmode: “I like it. … It’s in the sweet spot of where I am.”
Snap: “I started liking Snap because there’s not enough companies that are in that segment anymore, and then this stock got cut in half, so I look like a complete bozo. All I know is to have [CEO] Evan Spiegel on [the show] because I think Evan Spiegel can explain why he and I both think that Snap is an interesting choice.”
US Foods: “That thing has just been beaten like a red-headed step child. … People have decide that that industry is just awful, so let’s buy Hormel instead.”
Enterprise Products Partners: “We’re not recommending anything in the oil patch.”
Tandem Diabetes: “A lot of people feel somehow that DexCom’s going to cut them out. I don’t think that’s the case, although I do like DexCom even more than Tandem Diabetes.”
Source: Business - cnbc.com
