ConocoPhillips: "I want you to hold ConocoPhillips."
Rhythm Pharmaceuticals: "Speculative play...I am not against speculating biotechs right now. Looks like that there are so many bids, I'm willing to let a stock catch fire."
Marvell Technology: "I would buy some and then wait until under 60 to buy the rest."
Lam Research: "I like Lam very much. I do think that right now we're having a pause in that group...Let's wait until that stock goes lower, and we'll feel better."
Enovix: "You got to be making some money in that business. If you're not making any money in that business, then I can't say to buy the stock."
Aspen Aerogels: "This thing is up so big, and what a great opportunity to sell the stock of a money-losing company after you've made a lot of money. Take the profit."
McKesson: "Don't sell McKesson."
PNC: "...You buy some now, and you buy some down 10%, and you will have a terrific position that will last for a very long time."
Vale: "It's too low to sell."
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