GoodRx: "I'm gonna grant you that spec. I'm gonna say that there's limited downside, but you just should be glad that stocks stop at zero."

Chevron: "You're absolutely right to do Chevron. The one thing I would tell you is the last time oil was at these prices, Chevron was dramatically higher, but you do get a 3.8% yield and they have great cash flow. Mike Wirth is running it, and I'm gonna say, pull the trigger. I like it."

Vertiv: "I think they've got great orders. I think if you want to put a position on, you buy half, and then you wait for it to decline. If it doesn't decline, that's too bad, because the stock is just a tiger right now, and I don't want you to get burned."

Sterling Infrastructure: "You can't buy it here. We just have to say we missed it...I just can't put you in that stock after it just had a 52% move. That'd be irresponsible."

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