ArcelorMittal ( MT): "I don't like the steel stocks. I just don't like that group, it's just too hard." Delta Air Lines ( DAL): "Oil goes down for three days and the airlines rally. And what do we do when the airlines rally? Sell, sell, sell." Vivus ( VVUS): "There's too much competition in this group. I say take profits and ring the register." Peabody Energy ( BTU): "It was a mistake to get bullish on coal. I say any strength in this one is a reason to get out." Pfizer ( PFE): "I think it's a buy. I think it can go up over time. I also like a lot of big pharma, along with Celgene ( CELG) and Gilead Sciences ( GILD)." Opko Health ( OPK): "This company has not been a good performer. I want to talk to their CEO before I hit the buy button. There's too much heat surrounding this stock."