Ambiq Micro: "We got to be careful of that. There are so many good semiconductor companies out there. I'd rather see you in Broadcom."
Albertsons: "I don't like Albertsons here."
uniQure: "...After a parabolic move, I will not endorse it. Even if I think it's good, I have to stay away. This one has too many questions for me up here."
Chevron: "I think you can own this...Now, I'm not a big fan of oil, I think it could go below $60, so be ready if it does do that."
LCI Industries: "I think that you can buy that stock."
Dillard's: "Let's take some of it off the table and let the rest run."

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