KLA Corp.: "Don't touch it. It's a very good situation."
Twitter: "I had gotten more positive on Twitter. I have to admit that I think it might be ill-advised that [CEO] Jack Dorsey spends the next six months in Africa because I think that's hard ... to manage a company from there versus where the rest of its staff is."
LGI Homes: "That's a very inexpensive stock, it's a good stock. Not as good as Lennar, which is what I'm recommending, but it's good."
Plug Power: It's speculative.
Ventas: "I was stunned at that last conference call. ... That stock is in the penalty box."
Cooper Companies: "I think it's not bad."