Embraer SA: “Very interesting company, I know the company, but I have to tell you I’m going to default to Boeing.”

Comerica: “Boring, but good. That’s OK because the regional banks are actually doing better than the money centers. Comerica didn’t have the chance to give money to a stupid hedge fund. I like that.”

ArcelorMittal: “Nope, I’m not going there. I’m not going there because this is a second-rate company versus Nucor.”

Manitowoc Company: “Manitowoc’s a very interesting company. … I like your call.”

Nordic American Tanker: “The stock’s kind of stuck in neutral.”

Zillow: “Zillow’s doing incredibly well … and I think that this decline is much more about … the newfound hatred for high growth.”

NCR Corp: “You’re kind of suffering there, but it’s making a comeback. … It’s taking a long time, but the value is actually being realized.”

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