05-17-2022, 12:30 PM
(05-17-2022, 11:32 AM)divmenow Wrote: New position in ENBI am having fun with the collateral damage in retail selling way out of the money puts the day before earnings. So far so good. WMT stunk up retail this quarter. Being huge is tough right now. Soooo much product to move and they gotta pay the price.
That's the kind of companies I like owning in times like these.
Hey ken did you sell all your NLY or do you still own? I see they just did a secondary and it's at a new low. In case you were adding at at a yield of 13%
Wow WMT now down over $15. I thought this was a recession proof stock. Worst day loss I can remember from this stock
Companies like GO and THS are benefiting from WMT supply issues. I wonder how KR will do? This one has come down from its highs.
I think Ken dumped NLY. I beat it him up long ago and he surrendered.