Buy Express Scripts on its upcoming merger

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Express Scripts Holding Company: “Express Scripts is merging with Cigna. If you remember, Cigna literally, 30 points ago, came on the show and explained that and I said buy, buy, buy!”

Lockheed Martin Corp.: “I like defense, but I don’t want you in Lockheed Martin. I want you to do Raytheon, because Lockheed Martin has already moved and Raytheon has lagged.”

Abiomed, Inc.: “You know, we have loved those guys since the beginning of this show, and I have to tell you, I still think that device business and Intuitive Surgical — I’ll throw that one in, too — are good.”



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