Lance

Shorted SMH and XHB Thanks Lance

Sold HSY and bought M. Thanks Lance

QCOM Thanks Lance

MO and QCOM Thanks Lance

MO Thanks Lance

AAPL Thanks Lance

BPR and PM Thanks Lance

AAPL and BPR Thanks Lance

AAPL, MO, PM and T Thanks Lance

Quote from: Lance on December 19, 2018, 08:20:44 AM PM Thanks Lance Lance, seeing as you've been opportunistically adding to both, what are you views on PM vs. MO? Hi HalfMeasure - I like them both. Re MO - its more diversified than PM - e.g. Anheuser holdings, wine, etc. - and its cannabis moves are interesting. RE PM - the currency impact is something I think about quite a bit and I like their reduced-risk products. Thanks Lance

PM Thanks Lance

BP, BPR and MO Thanks Lance

Hi Cardboard - have you considered selling calls on a few positions to free up some cash? Thanks Lance

AAPL and BPR Thanks Lance

Throughout the week I bought AAPL, BP, BPR and TCO. Thanks Lance

AAPL, MO and T Thanks Lance

Hi Dutchman - i like financials here as I think rates will likely continue rising and that absent a credit event they should do well long term. I also like Canadian banks more than US banks in general and think BNS is fairly cheap as is RY which I may add to as well if it goes below $70. Thanks Lance

Sold JNJ and bought AAPL, ACAZF, BNS, BP and T Thanks Lance

Over the last few days I sold PG and bought BP, BPR, KMI and RDSb. Thanks Lance

BTI Thanks Lance

BP Thanks Lance

I’d buy Vanguard’s total US stock index and equal amounts of BAM, BRK, Fairfax, Fairfax India, SoftBank, D, JNJ, PM, V and IRM. It’s diversified, D and IRM have large yields and JNJ/PM/V should have decent dividend growth. IRM is likely the riskiest, but would want something with a big dividend to reinvest into the others. Also, don’t particularly like the current price of most of these, so would scale in selectively during sell offs. Thanks Lance

TKC (Turkcell Iletism Hizmetleri) Thanks Lance

IBM Thanks Lance

ABBV, BNS, BP, RVT, RY and TXN Thanks Lance