Dupont De Nemours: "Dupont is now run again by Ed Breen. It looks like the previous CEO is now gone. Why is he gone? Because he didn't deliver. Ed intends to deliver. He isn't the permanent CEO. It's not anything that's done, just temporary." Buy.

Chemours Co.: "I'm not a fan 'cause I don't like the commodities and there are some issues involving a PFAS verdict that could come up soon. So I'm going to take a pass there."

Ericsson: "Well, Ericsson is O.K. My problem with Ericcson, as well as Nokia, are that these are companies that are being swamped by — really being crush, frankly — by Huawei and the western nations in Europe don't seem to be interested in helping their own, which is wrong."

Leidos: "Leidos is such a winner. We have liked this company. Ever since the spin-off, we continue to like it. It is not done going higher, even though it had a real big move."

Sony Corp.: "Sony's a great company and the Japanese market is taking a little bit of a header here because people are worried about coronavirus. ... I'm willing to stay side-by-side with Sony."

Cherry Hill Mortgage Investment: "We don't know what Cherry Hill really owns. I meant that's the problem, it's another one of these black boxes. I do not like the black-box mortgage companies."

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