Alexion Pharmaceuticals ( ALXN): "It's really speculative and it's up a huge amount. I like it but it can come down in this environment." Barclays ( BCS): "I need best of breed and Barclays isn't it. I prefer domestic banks. " Sarepta Therapeutics ( SRPT): "This is a speculative situation. I believe the company will partner with a bigger one. I like it in the $20's" Calumet Specialty Products ( CLMT): "I'm sending you to Linn Energy ( LINE), which is better and more reliable."