‘Bank of America is very, very inexpensive’

Stamps.com: “I think you should sell it. I think it’s a stay-at-home, work-at-home, not-as-heavily shorted stock, and there’s better ones out there.”

Cemex: “Cemex is always a cheap stock and never seems to be able to deliver, frankly. Mexican cement, but I do believe Mexico is about to have a resurgence. Six bucks? Yeah, I’d do a little.”

JFrog: “They didn’t blow their numbers away. You know when you have that high multiple, you’re going to have to blow the numbers away, and they did not do it … I have to say no to the JFrog.”

Bank of America: “It’s the kind of stock that people want. I mean, there’s no doubt about it, but I do feel that … people are starting to regroup and say, ‘let’s just pull away from this market, let it come down a little,’ but Bank of America is very, very inexpensive as the group is, even after this run.”

Devon Energy: “I don’t like the oils, but [CEO] Rick Muncrief he is [ca-ching, ca-ching], so take it for what it’s worth.”