Enphase Energy: "I really like that company. I thought it was a good quarter. ... They are one of the keepers. SunPower is the one we don't want."

Vuzix: "I have to do more work."

Lululemon Athletica: "I think it's done going down."

Advanced Micro Devices: "You've just gotta buy this stock."

Abbott Laboratories: "I think Abbott can still go higher. Abbott, Danaher, Illumina, Thermo Fisher — that's the four."

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