CME Group: "CME Group is very good ... I've always liked the companies that are involved with trading because they have monopolies or at least duopolies."
Alcoa: "It's better than it used to be, but it's still a commodity."
Denison Mines: "I've looked at this thing now for years, and it's been a not great stock. I don't think it's going to change anytime soon."
HCA Holdings: "You need to wait one more quarter. When you have a quarter that disappointing, you need to at least wait one more quarter to see what they're able to come up with."
Rocket Lab: "Pure spec. I like Voyager."
Fortinet: "Fortinet is good. ... They're doing a good job, and I like it."
Hubbell: "Hubble's a basic, great American company. You have to hold on to it any time it goes down"
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