Rocket Companies Inc: “It’s such a good company, but when rates go up, it does poorly. And the Fed wants housing to slow. So therefore, their business is going to slow, too. Too soon to buy.”

Garmin Ltd: “It’s fabulous. … I think their stock is great.”

Mosaic Co: “I think Agco is cheaper, and I think Deere is better, and I want you on one of those two.”