Small adds to:
D, DUK, PPL, SO, UTG
ABBV, THW
ADM, MO, PM
T
DIS
BAC, BX, PBCT, WFC
PH
DD
XOM
New position in Heico and small adds to a few Vanguard funds
Thanks
Lance
Adds - BTI, IRM, KMI, MO, PBCT, PH, PRU, RDSb, SBX, SPG, UTG, VIAC, VIACA, WFC and WPC.
New - FAST
Options - wrote puts on CXW and GEO.
Added to Vanguard small and midcap value and EM funds in an IRA.
Thanks
Lance
That is a bold statement.
I felt a bit guilty about the hyperbole. Then I heard about Tom Hanks.
who gives a flying f about mr and mrs Gump? or frankly the NBA for that matter
Perhaps the thousands of people employed by NBA teams or the thousands more employed by their subcontractors who don’t get paid if there aren’t games. Strange fucking thing to say bro.
Thanks
Lance
New positions - BX and MMP
Adds - BP, OXY, RDSb, VIAC, VIACA and WMB
Trimmed - IAU and TLT
Sold - FXY
Options - wrote puts on EPD, FOX, IVZ and TPR (unfortunately all the puts save for EPD were Friday)
Fkd around in an IRA and bought Vanguard small and midcap value index funds.
Thanks
Lance
What's your view on how the big banks perform amidst the current and prospective rate environment?
Hi HalfMeasure - in short, not well. I think once we come out of this though that WFC will be fine.
Also, trimmed TLT and added to VLGEA today.
Thanks
Lance