Cracker Barrel Old Country Store: "Well Cracker Barrel has been a stock that I have liked literally forever. It's just up on a spike. If it comes down, I'd be a buyer. I know that it is deeply related to gasoline prices and also to travel, but that's O.K. It's an inexpensive long-term holding."

International Business Machines: "I like the management changes. They're going heavily into the cloud, which is where I think they should be. It yields 4.4%, but it is not going to be the kind of stock that is just going to bounce right back 'cause it's just not like that. It's a big enterprise company."

Texas Roadhouse: "I was shocked that that business is as good as it is and I've got to tell you: if it comes down into coronavirus worries or we get an outbreak here, I want you to buy that. That was a really impressive quarter. That was their breakout quarter, and it will be that way for a long time."

PG&E Corp.: "Too much of a mess."

Zix Corp.: "I don't know Zix. I don't know that. I wish I knew it, I don't know it."

Stamps.com: "That was a pure short-squeeze. It was part of the froth that we had last week. I don't want anything to do with that. I think it's time to ring the register."