
Ping Identity: Buy.
Biohaven Pharmaceuticals: “Remember, I’m the spokesperson for the American Migraine Foundation, and I say, yes, [buy].”
Lumentum Holdings Inc.: “I like Lumentum. I like the optical section. I think you’ve got a winner, a little speculative.”
Zynga: “I’ve missed Zynga. Zynga’s had a run because I’m so focused on Take-Two Interactive, which I still am. TTWO. I think it’s a winner.”
First Horizon National Corp.: “FHN is way too low. I don’t get this. The big banks are moving.”
HSBC Holdings: “Yeah, it’s probably OK.”
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