Uber: "Uber is one great long-term stock. I am not backing away from that. ... So the answer is, I am a buyer of Uber."

Tanger: "I think SKT is good. I saw a recommendation today of taking a price target from $45 to $46 for this $38 stock. It yields 3.25%, and I say buy."

Rockwell Automation: "Rockwell Automation is high, but it's more robotics than it is data center, and I think it's a great long-term situation. So I would say it's a good idea, but don't buy it all at once because the stock is one ugly chart."

Neurocrine Biosciences: "Because it's profitable, I'm going to say fine. Although I know that neurological issues are very hard, very tough. Most doctors, hospitals, medical companies don't want to touch it, but I will say Neurocrine does good job."

Amcor: "I'm never going to fight anyone on 10 times earnings. But remember, they also have a kind of a non-fast-growing part of their business, and therefore there are issues, but not a lot that can't be solved by that low PE."

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