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Kraft Heinz’s year-to-date stock performance.

Kraft Heinz: “That’s the worst collection of brands I’ve ever seen. I think those guys should continue to go lower.”

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Ralph Lauren’s year-to-date stock performance.

Ralph Lauren: “They’ve got tremendous design…You’ve got a winner there.”

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Aspen Aerogels’ year-to-date stock performance.

Aspen Aerogels: “I would be very slow in buying that stock.”

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Arbutus Biopharma’s year-to-date stock performance.

Arbutus Biopharma: “This is the ultimate spec.”

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Alaska Air Group’s year-to-date stock performance.

Alaska Air Group: “They are so good, this is their moment. I think you have a total winner, I would stick with it.”

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KKR’s year-to-date stock performance.

KKR: “I like the stock very much…I would be a buyer.”

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Crown Castle’s year-to-date stock performance.

Crown Castle: “I have not liked Crown Castle for ages.”

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