Transocean: "No, no, no. I do like EQT here very much and natural gas in the Devon story makes me very excited."

Primoris Services: "So this thing was hit because an executive resigned who was loved. There's been insider buying versus an executive resigned. We can't make a decision until we find out which of those is right."

Applied Optoelectronics: "If you're going to go that way, you need to go to Corning."

BlackBerry: "BlackBerry is good. We've looked at the technology. We were actually going to do a piece about why I think Blackberry may be very interesting here, but ... we don't buy all at once."

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