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HSBC’s year-to-date stock performance.

HSBC: “It’s a good company…If I’m going to buy one of those that’s a foreign bank, I’m going to recommend Banco Santander.”

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Summit Therapeutics’ year-to-date stock performance.

Summit Therapeutics: “That company has no revenues…It’s obviously just a very big spec. I can’t go there.”

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Western Digital’s year-to-date stock performance.

Western Digital: “I have read so many upgrades of Western Digital that I have to believe the stock is way too cheap.”

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AppFolio’s year-to-date stock performance.

AppFolio: “It’s a cheap stock, and it’s a good one…That one rocks.”

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Adobe’s year-to-date stock performance.

Adobe: “I don’t think I want to sell the stock down here…I know that it seems like a tough stock to own. I can’t sell at 21 times earnings.”

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