Nektar Therapeutics: “Nektar’s pretty good. The problem is that group is so bad, it is a total spec on oncology and pain. Why not own Novartis. That’s not a spec. You’ve got growth and you’ve got yield. How can you beat that? “

Kinder Morgan: “It’s finally starting to move. I mean, [Executive Chairman] Rich Kinder has bought so much stock … Yield’s 5%, the dividend is gonna go up. It’s O.K. I don’t like fossil.”

McDonald’s Corp.: “Intel, not so great. I don’t feel it there. Exxon, I don’t like the fossil. McDonald’s is one of the greatest stocks of our time, and I pounded that thing every time it is down. And do you think that Mr. [CEO Steve] Easterbrook has come on this show? I have had McMuffins, I’ve had Big Macs and fries. It has meant nothing, nothing to Mr. Easterbrook. Until he comes here, I’m just gonna keep recommending his stock. “

L Brands Inc.: “Why did you buy it, Doug?”

Scientific Games Corp.: “The gaming is not our thing.”

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