Scotts Miracle-Gro Company: "It's too risky...my problem is if the weather is not good, they do bad."

Banco Santander: "I not only liked the acquisition [of Webster Bank], but I thought it was so good that I actually wrote to the chairman Ana Botin, saying that is some franchise because I owned it when I was a hedge fund manager, 20 years ago. Buy Banco Santander."

USA Rare Earth: "No, the only one we're recommending in that area is MP Materials."

Alexandria Real Estate Equities: "I say [sell, sell, sell]."

NextDecade: "I think you can go higher because the need for more LNG, I think it's an okay idea. Not great. I happen to like others better. But you know what? It's fine. It's a nice spec."

Maxlinear: "Max linear has probably gone more parabolic than any other stock in the market. So therefore, I have to say, you have to wait for that thing to come down."

Altria Group: "Altria is, you know, that's Marlboro. I don't recommend the tobacco stocks. I will tell you, since you have already, it has gone parabolic too and I think you should ring the register in half the position."

Mastec: "We had Mr. Mas on when we did the University of Miami show, which was so terrific. And I would tell you this, it is another company that I would have included at the top because it's such a great one for the data center."

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