12-03-2019, 12:19 PM
(12-03-2019, 10:33 AM)Otter Wrote: Kept adding to CSCO this morning. Hard to find solid DGI holdings at fair value in the tech space.
I've looked hard and I couldn't agree more Otter. There are no other blue chip techs nearly as close to fair value. CSCO may continue to be tormented by the trade war but they'll navigate it and have the balance sheet to pay the Div for years. I'm selling near the money puts but the end goal is the same.