01-07-2022, 02:59 PM
(01-07-2022, 02:44 PM)Mr1share Wrote: Added SBUX, OHI, BX and OYeah Starbucks isn't going away. My wife and daughter love the place. Probably not a table pounding buy but you rarely get burnt buying a SBUX dip.
New positions in YUM, EPD, IRM
I agree SBUX is a buy at these levels. Ken Do obviously hasn't waited in line at oneAt 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.
You won't get crushed shorting the Vax but I'm not sure it's an easy target yet. We'll see I guess. My wife owns some PFE but Covid isn't their only game. Just their cash cow for at least a few more quarters.
I am going to keep nibbling the NAS and it will work out because I don't care how long it takes, but it's a real crap shoot picking an individual name right here. I am playing with AMD puts and I'll likely get sucked in. I'm good with that but of course I want to pay near market value after the big premiums play out.