Calix: “I like Calix. I like that it’s high-speed, but I’ve got to tell you, you know I’m a conservative person. Infinera, Calix, those are good. I’d actually rather just have high speed, so I’m actually going to do the unthinkable and recommend Comcast, which is the company that I work for. But it does have the best high-speed business.”
Esports Entertainment Group: “I simply took a look at this business, and I believe it’s truly great. I was assembling a lot of online gaming business. There’s one in Canada that I was taking a look at. I’m taking a look at DraftKings. You’ve got to take a look at [Penn National]. This is a great business. I believe you remain in great business with it.”
Fidelity National Information Services: “It’s a terrific payments service company. It doesn’t get nearly enough credit. I like it very much. I think it goes higher, and if you want to buy more, I’m fine with that.”
American Airlines: “American Airlines is good. Southwest is better. I know Southwest is higher, and I know American Airlines is cheaper on any sort of price-to-whatever. Doesn’t matter. Best of breed is LUV.”
Rigel Pharmaceuticals: “This is really, really tough. It’s got a lot of different inflammatory, autoimmune competition out there. And so the speculative stocks that are in that business, I’m not going to call it a fav. I’m just not.”
Enterprise Product Partners: “Enterprise, I believe, can cover that dividend. … This company is more than just oil and gas. It’s also all sorts of plastics. It’s got a lot of fractionators. It is a well-run company, and the answer is it’s a buy.”
Luminar Technologies: “Autonomous vehicles, I’ve had it up to here with autonomous vehicles. … I’m not going to recommend Luminar Technologies.”
Disclosure: Comcast is the owner of NBCUniversal, moms and dad business of CNBC.
