Cleveland-Cliffs Inc.: "The company's best in show, but I've got to tell you, the stock is not going to be a good stock if the Fed tightens again. I don't think they're going to in the near future, but I've got to tell you, it makes me nervous."
Sina Corp.: "I don't really care about where a stock has been. I care where it's going. I think this stock is bottoming, but I do want you to scale out on the way up because I cannot recommend any Chinese stocks because, if the trade talks break down, you're going to end up getting hurt."
Public Service Enterprise Group Inc.: "I think it's a good one. I happen to like AEP, American Electric Power, a little bit more. I write a check every month to these guys at Public Service. They're good. They're good, they're not great. Not a great grower, not that bad."
Annaly Capital Management: "Annaly did another equity offering. That's what they do, they do these equity offerings and then they give you a good dividend. I like growth and dividend. I'm going to say no to Annaly."
Take-Two Interactive Software Inc.: "Buy. Buy. I think, of the ones that are out there, it's got the better momentum, better than EA. I've got to tell you — I never thought I'd say this — but it's much better than Activision. And I think that Grand Theft Auto's still terrific. Red Dead is really good. I'm saying buy, buy, buy. Buy some and then buy some after they report."
Watch the full lightning round here:
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