Scaramucci is a buyer of Hewlett-Packard (HPQ), even with the stock up 79% since January. He said he's been a long-time holder of the stock and the company has made too many acquisitions, but CEO Meg Whitman makes the difference.
off the show's "Top Trades" was Yahoo!
Nathan said there's a lot more risk in this name over the near term and that the Alibaba IPO would only slightly help. Investors will have to rely on Yahoo!'s core business after the autumn IPO. But Yahoo!'s second-quarter results were not very promising. He said he would be interested in buying near $26.
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