BillionToOne: "We decided it's a pretty darn good company. ... I think you have a good one."

Eton Pharmaceuticals: "It's a biotech that's been a winner. I like to take a little bit off of the biotech winner and then let the rest run."

Babcock & Wilcox: "They're losing so much money."

Smithfield Foods: "You know, it's a very inexpensive stock. ... I am willing to bet that at 8 times earnings you're not going to lose money, and you could make some money with a 5.6% yield."

QXO: "First of all, I think you should buy it. He's putting together a conglomerate for building products, mostly roofing, at a time when people hate building products, but what happens when the Fed finally has to cut rates because housing's so bad, which I think can happen? Well, I'll tell you what happens: that stock goes from $14 to $24. That's why I think you should own it."

IES Holdings: "This is a very interesting data communications company that has been brought down. I don't think that makes sense. I think you have a good one."

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