Appian: “I think we may have hit the top. You know this thing’s too hot for us. … Let’s take a little off the table with Appian.”
Sportsmans Warehouse: “I prefer Dick’s. … If you’ve been to Sportman’s and you like it, then that’s definitely worth buying. I think Dick’s is coming down, it might be a more attractive issue, though. … Camping World is OK.”
At Home Group: “I like it. This stock is 7-times earnings.”
Parsely Energy: The only two oils I’m recommending are Pioneer and Chevron. And Pioneer, by implication [of merging with Parsely], I’m recommending Parsley.”
Bed Bath & Beyond: “Yes, it is a buy. … Buy BBBY.”
Yum Brands: “Under $100, yes” it’s a buy.
Amarin: “I think it’s hype. … At $5 it’s worth a throw.”
Vaxart: “That one’s too speculative for me.”