08-16-2021, 11:40 AM
Sold out of pfe and put the proceeds in CAH.
Bought SRG, and sold puts in it. Listened to Guy spier's talk in it and based on the trend I see arround I think it's deep value trading at huge discount right now.
Sold a baba and LMT put.
Just saw burry bought calls on cah and added more cvs calls and stocks. Dalio and Burry both went heavy on consumer Staples, rotation coming?
Bought SRG, and sold puts in it. Listened to Guy spier's talk in it and based on the trend I see arround I think it's deep value trading at huge discount right now.
Sold a baba and LMT put.
Just saw burry bought calls on cah and added more cvs calls and stocks. Dalio and Burry both went heavy on consumer Staples, rotation coming?