Bluelinx Holdings Inc: “I think this stock completely anticipated that [interest] rates would be increasing, and so therefore I would actually be a buyer, not a seller of that stock.”

DigitalOcean Holdings Inc: “We’re not recommending companies that aren’t making money. We just don’t think that they are conducive at all to the bulls winning.”

Poshmark Inc: “We are not in favor of companies that are losing money hand over fist, even if we like the management.”

Tutor Perini Corp: “I do not want to sell Tutor Perini down here. The company makes a lot of money.”

Bank of America: “The group that is going to determine the ultimate direction of this market is the banks. And if Bank of America does well, then this market is going higher. And I think that it will.”