3D Systems: "Nope, got to pass on that one. I got to tell you something: that whole industry is in flux. I'd rather see you in HP, which got a small business there."

Natura & Co: "I interviewed them. I happen to think that they have got a really compelling story. Now I know, look ... this market's going down, but as one to be able to accumulate into weakness, that makes a helluva lot of sense. I'm on board there."

Imax Corp.: "If you want to be in experiential economy and you want a little yield, why don't you go with EPR Properties."

Navient Corp.: "It just had a big spike. It does yield 4%, I want it to come down. This is student loans, I think it can come back down. Let's wait for that."

Zynga: "Video game software I do like. I think this stock has bottomed. I don't know how far it can go, but I don't think it's a bad spec here."

Kinder Morgan: "I think you're fine. It yields 4.7%. I can't get excited about it ... because that whole cohort of pipe ... it just doesn't have a lot of growth. Good yield, not a lot of growth."

Wells Fargo: "They had a horrible quarter. [CEO] Charlie Scharf is trying to clean house. It looks like things are a little bit more worse than anyone expected. It sells at 11-times earning[s], that's got to sell at 10. It's not there yet. Let's wait until $44."