Alibaba: "The reason I've been recommending 'Baba the whole way is they actually have American financials."

Winnebago Industries: "I think this is a terrific story."

Waste Management: "Waste Management's a buy. It's come down enough. It's paid its dues. I think it's fine."

Carvana: "I have to go with the trend, here. ... There's a lot going on there that's good."

GSX Techedu: "I think you should sell that and be in Chegg. ... I don't trust that company one bit."

Slack Technologies: "I've liked Slack all the way down. ... I like it now. I think it's a buy."

Citigroup: "It's very inexpensive, but it's not allowed to buyback stock."

Switch: "That's a hot stock. ... I want you to hold on to it."

Zynga: "Zynga's making a comeback."

Goodyear Tire: "Don't trust it. ... I don't want you to own that stock."

Coty: "Why own a second-rate company — hoping they might be a takeover bid — when you can have Procter & Gamble down big from its highs and having a great quarter?"

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