Howmet Aerospace Inc: “I think aerospace exposure is incredibly important, and Howmet will give it to you.”

UiPath Inc: “I actually believe in the company, but that company is losing money. … I am not going to compromise and suggest a company that is losing money.”

Coupa Software: “They’ve been losing too much money, and they have to do that pivot to start making money. And when they do, the stock’s going to come back.”