Six Flags Entertainment Corp.: "I didn't like that quarter at all. I question the dividend strength. I don't even know if this company has anywhere near the cash flow I thought in the China story that had been held out as good. It's now bad."

Chimera Investment Corp.: "I don't really understand what they own or how they got their positions and, therefore, it's impossible for me to recommend it, even as I see the stock going higher."

Danaher: "My charitable trust sold it after a huge gain. Didn't think it could continue to ramp higher. They then bought that GE division that is very good medtech, and it just continues to rally. And, you know what, it's not done. My bad. Sold it too soon. Stay long."

Energy Transfer: "It doesn't really have growth. It's got a good yield, but it's not necessarily a safe one if things go worse than they are. So I'm going to have to say no to that one."

Brookfield Asset Management: "A lot of people compare it to Warren Buffet and Berkshire Hathaway. I'm not going to necessarily disagree with that, although, obviously, no one's going to trump the master. But that is a nice comparison."

L Brands: "You know what, I've been torn about L Brands. I was thinking about doing a segment about how you might want to buy this 'cause they could unlock the value here, but if they don't unlock the value, you can have an earnings shortfall and I don't recommend stocks on takeover or breakup if the earnings are no good."

Disclaimer