MyMD Pharmaceuticals: "It's very, very speculative ... which means to me that you have to be really gutsy to buy it, and therefore it's not my cup of tea at this very moment."
Cortexyme: "Here's the problem: That's becoming a crowded field with some really, really big guns, and I don't want to be an also-ran in that business. I think it could be dreadful."
Hydrofarm Holdings Group: "I want you to hold. Now, the stock is down about $12. I am a big believer in hydroponic products. ScottsMiracle-Gro has been hit too. The cannabis stocks have been terrible, but this is more than cannabis, so I'm OK with it."
Azek Company: "This is one of those, people have decided that houses aren't going to be built, that rates are going to go higher. ... You want their product, it is really valuable. Just bought some the other day for a beach house that I've done three decks, and I'm tired of it. You buy one [Azek], pay a little extra money, and it lasts, so I am a huge believer in Azek. I think it is a great stock here at $37."
SoFi Technologies: "SoFi got hurt because of the student loan give up. It's going to come back. It's run by [CEO] Anthony Noto. I have tremendous faith in it. I think you should buy SoFi."
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