Cree: “I have never, ever, ever been a fan of Cree. I’ve always felt that it was too episodic in this lighting business. I’m going to have to say no to you.”
Aecom: “Everyone — I mean I’ve liked this one, by the way, since it came public — and you know everyone keeps saying it’s going to be acquired. When I hear that everybody says it’s going to be acquired, it probably will be, but I don’t want to overstay my welcome.”
Transocean: “They are not a stock to own. They are old, yesterday kind of stocks. I’m talking about the oil and oil services stocks. As I have said, to many, history. They are history.”
EPR Properties: “You know, it’s not going to set the world on fire, but it’s going to give you that monthly dividend check.”
Roku: “I think Roku is a great way to play cord-cut. I like Trade Desk. Trade Desk is going to report next week. I think they could have a very good quarter.”
Source: Business - cnbc.com
