DXC Technology Company: "I regard DXC as a value trap."

Ubiquiti: "I don't know what's driving that stock right now."

AeroVironment: "I didn't like the last acquisition. ... But more important, I think a lot of companies are now in the drone business, it's gotten to be a very competitive business."

Hess Midstream: "I happen to like Hess Midstream. ... I think you have a winner."

Zeta Global Holdings: "This is one of these cloud-driven platforms. There's so many. I don't know how to distinguish this from other stocks, so I can't give you a considered opinion on it because there's just too many of them for me."

Senseonics Holdings: "If you want to speculate, then I bless it."

UL Solutions: "That stock's come down a lot. It's a very good company. ... I don't know why the stock's going down because it's had a very good year. So I think it's kind of interesting and might be a buy."

Coupang: "I don't care for Coupang. Not here. Not now. I'd rather buy MercadoLibre, but first of course I'd like to buy Amazon."

Carpenter Technology: "I would buy the stock right here, right now."

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