Nektar Therapeutics: "Nektar's pretty good. The problem is that group is so bad, it is a total spec on oncology and pain. Why not own Novartis. That's not a spec. You've got growth and you've got yield. How can you beat that? "
Kinder Morgan: "It's finally starting to move. I mean, [Executive Chairman] Rich Kinder has bought so much stock ... Yield's 5%, the dividend is gonna go up. It's O.K. I don't like fossil."