I like Toll Brothers over Skyline Champion

Boeing Co: “I’m not going to recommend stocks that lose money with really bad balance sheets. And that’s what they do.”

United States Steel Corp: “There is too much negativity on steel right now. The one you would buy is Nucor, and it has to come down a little bit more.”

Synopsys Inc: “I’ve always like Synopsis. … I do believe the semiconductor stocks have come down too much, and there are other semiconductor companies that I think are cheaper to buy than that one.”

Tenneco Inc: “I’d be very careful. … I do not have a great call on what will happen with TEN.”

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