Constellation Energy: "Constellation has come down way to far. [Buy, buy, buy.]"
Credo Technology Group: "Credo is just so good. It's a networking company. Just hold on to it, it's amazing. Maybe take a little bit of your cost base, try to get your cost bases out a little bit, because this thing's been on a parabolic move, but what a great company."
ManpowerGroup: "It's never really been a great win for me."
Perrigo: "This is a value trap ... It doesn't have any growth. I don't want it."
Cadence Design: "Cadence is a hold and if it comes down it's a buy. This is a company, by the way, Lip Bu Tan used to run, and it is sensational. I love it, and we've had them on. They're real smart guys."
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