Diamondpeak: “This is an EV spec. Now, we saw what happened with some of the EV specs. I want you to take half of it off tomorrow, and then you’re going to thank me. I am not kidding.”

Marcus Corp.: “I’m not a fan of Marcus.”

Geo Group: “This is private correction facility. I have not liked that business, and I have been right for 15 years.”

Ciena Corp.: “That was a terrible quarter [for] Ciena. … That was a big set-back quarter, sent a lot of other tech stocks down with it. Be careful with Ciena.”

Smith & Wesson: “I would hold that. Sadly, I would hold it because I think that … this is a very tough one to own, but I understand that demand is very strong.”

Republic Services: “That is a very good company, very good company. I like the waste companies. They thrive during periods of residential construction. That is why I think you’ve got a winner.”

Caesars Entertainment: “I think it’s made a miraculous run back, and it’s time to ring the register [on] Caesar.”

Coty: “No, that’s not a good stock — not a good company. That’s right. They can come on and tell me why they are a good company. I’m always open for that.”

Arrowhead Pharmaceuticals: “I do not understand why that stock is doing as poorly as it is because it does have a lot of good things to it, and I agree with you.”