Added SBUX, OHI, BX and O
New positions in YUM, EPD, IRM
I agree SBUX is a buy at these levels. Ken Do obviously hasn't waited in line at one
At a 25 forward PE not that expensive at all. The dividend is just a bonus.
Trimmed CVX, XOM and DVN, and sold out of T (Actually made $220 on it lol)
Have puts in MRNA and BNTX (Covid vacs run is done)
Like Fenders staying away from Tech. Rich valuations still. Chips next to get hit big. AVGO has lost $60 in 2 days lol
Ok that's enough for today.
New positions in YUM, EPD, IRM
I agree SBUX is a buy at these levels. Ken Do obviously hasn't waited in line at one
At a 25 forward PE not that expensive at all. The dividend is just a bonus.Trimmed CVX, XOM and DVN, and sold out of T (Actually made $220 on it lol)
Have puts in MRNA and BNTX (Covid vacs run is done)
Like Fenders staying away from Tech. Rich valuations still. Chips next to get hit big. AVGO has lost $60 in 2 days lol
Ok that's enough for today.