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what are you selling today?


muscleman

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25 minutes ago, Gregmal said:

Beauty. There are few better stocks to play with options on than CLF

We'll see what happens with earnings tomorrow

 

MT had a decent print today (ran up a lot the past two weeks)

EPS forecast: $3.39 Revenue forecast: $20.57 B

EPS BEAT @ $3.93

REVENUE BEAT @ $20.806 B

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Kind of agree. I've owned CSCO for a good bit of time.  Looks like they are full on to the shift to services and software...Maybe they think that there will be less money spent on corp networking

with more stay home workers? They've expanded into high margin areas like security and 5G so it

might not be a bad fit with SPLK.

 

 

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Sold 15 2024 SHLX puts on Friday. The floor here is $12.89 and puts are trading at 3.5. I think it will take way less time than 2 years to get this closed out with Shell's 72% ownership. There is also a potential that the bid will be increased - say if it goes the way TOO/Brookfield saga played out (28% increase in a bid). I not too optimistic on the latter scenario and see this just closing out similar to Enbridge roll up.

 

Thanks @thepupil for flagging this one. 

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21 minutes ago, thepupil said:

 

love the $200K cash/year spend flex lol. 

 

💪

 

But really doesn't mean anything by itself.

 

Don't know what the withdrawal rate is, how long needs to last, or if wish to leave anything behind.

 

And if the withdrawal is paying for mortgage/car payments or all discretionary.

 

Or if Roth converting, etc.

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