Lance

Small adds to EDV, JOE and OUT. New positions in LVMH and LTPZ.

New position in C. Small adds to D and WBA. Thanks Lance

Added to BTI. New positions in LAMR, OUT and OWL. Thanks Lance

Small adds to AB, LEG, STI, TRC and WTW. Thanks Lance

STR Thanks Lance

Added to STR and wrote puts on it. Thanks Lance

Added to TPL Thanks Lance

Added to ALX, AMCR, BTI, CME, MMM, PM and VZ Thanks Lance

BTI Thanks Lance

Small adds to BX and CLPR. New position in CPT. Thanks Lance

BABA Thanks Lance

EPD, GBTC. Wrote puts on MMP. Thanks Lance

Hi BG - CLPR and BTI here and MO under $40. If one’s not afraid of office I think ALX, SLG and VNO are worth a look if they go a bit lower. All of the payment processors are interesting where they are, particularly V. If one’s a bit nuts, which apparently I am, BABA, but LEAPs probably make more sense as a way to play it. Thanks Lance

CLPR Thanks Lance

BABA and CLPR Thanks Lance

BABA, BTI, DVYE and V Thanks Lance

Added to GBTC and T, new position in VZ Thanks Lance

V Thanks Lance

Wrote puts on XLE Thanks Lance

Wrote puts on EPD Thanks Lance

BTI Thanks Lance

In descending size I hold: FNV RGLD WPM SLV Thanks Lance

Wrote puts on BTI Thanks Lance

Added to MO and V. Wrote puts on MO. Thanks Lance

MSB Thanks Lance