Discover Financial Services: “I actually prefer Square to it, I prefer PayPal to it. Both of them are better, even though both of them are coming down.”

Lockheed Martin: “[CEO] James Taiclet’s coming in there and James Taiclet made us so much money in American Tower. I am not kidding. Don’t you touch that stock, other than to buy it.”

Union Pacific: “I have thought long and hard about Union. You’ve been reading my mind. I think Union Pacific should be on the other side of the barbell. It’s a great stock. We had them on. So many good things happening there.

Gap: “Well Kanye [West], that was a big signup for them, and I think people are going to go back and take a look at it. Maybe it goes to $15, but not beyond that” because “it’s in too many malls … I’m not a big mall guy.”

Inovio Pharmaceuticals: “What do you do with a biotech or a high-risk spec before they do announce anything? You [sell] the money you put in. I want you playing with the house’s money … and you’re going to promise me you’re going to do that tomorrow.”

Weis Markets: “I think it’s a value play. … I think it’s good. I think you’ve got a good one there. It’s not ‘shoot the lights out,’ but it’s good.

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