Delta Air Lines: “I don’t like the airlines here. I just think that the group is being pulled down and that they’re just not the right place to be at this very moment. When Delta yields more than 3%, which is a couple points from here, we’ll take a look at it again.”
AMAG Pharmaceuticals: “I think it’s a good spec. … You just own them and you just say to yourself: ‘O.K., I may lose money in this, but there’s always a chance for a home run.”
Okta: “I know that there’s been a lot of insider selling … these are the kinds of stocks that are coming in here. You can wait. You do not need to step up to the plate to buy Okta right here.”
SVMK: “Survey Monkey is actually a very good company. They had a very strong quarter. Is there a hurry to buy it right here? There’s no hurry to buy anything, but the company is doing quite well. Let’s leave it at that.”
Interpublic Group of Companies: “It yields 4.5%. … I think that you’re in good hands with that one. The stock is down a lot, but it only sells at 11-times earnings.”
Revolve Group: “I am going to say yes to that. I thought it was a terrific quarter. I mean terrific. I think people got it wrong. I think you’re right and I think it’s a good stock, but don’t buy it all at once though.”
Planet Fitness: “You can’t take your cue from the quarter because this is a very bad market right now. Planet Fitness did have a good quarter. I wouldn’t buy it right here. Let it come in. It’s coming down like the rest of them.”
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