Costamare Inc: “I don’t like [the] container ship business. And the rates are falling. I’m not going to say, buy that.”

Lamar Advertising Co: “They are in a business that is in a serious recession right now. So, I am going to have to say no to that.”

Torm PLC: “People love the tankers because they look so compelling. That one’s moved. The train has left.”

Splunk Inc: “We are betting with, not against, Splunk.”