Palantir : "I had been against Palantir for some time until they put together a terrific quarter, and I told the CFO that, and I think they should come on because the stock's going higher."
Tri Pointe Homes : "Tri Pointe is still good. I do prefer Toll, and I prefer Lennar, but I've got to admit the guys at Tri Pointe have really put together a fabulous business plan, and…