Rocket Lab: "I'm not a big fan of Rocket Lab. We like Hawkeye 360. ... I think Rocket Lab is too speculative"
Canadian Natural Resources: "I like that. I think it's one of the better oil and gases."
Palantir: "They had an amazing quarter. It's a great spec, but it is a spec, and I know people pillared me when it came all the way back, but I stuck with it, and I'm not leaving it. I think it's real good."
The Williams Companies: "I think Williams is terrific."
IBM: "It's very tough. I think it's doing better than people think. It's all the way down, but I have to tell you, I know that people hate this, even though I don't think they should, and I have to keep that in mind."
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