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No. of Recommendations: 3
What would you buy today instead?

Nothing is interesting to me on REIT and December is still fresh in memory so price anchoring is annoying. However, I added some Zayo June $30 calls (when the stock was below $30) and sold some Apr $32.5 calls which expired today and rolled it to May $32.5 calls, effectively my cost is -$0.5, that is I have already took my capital and $0.5, so either I make $2.5 per call or I should be happy about my $0.5.

Likewise, I went long Berkshire and short WFC and closed that trade post WFC earnings for near 100% profit. Same on Citi calls post earnings, closed today for 100% gains.

Recently added DIS before the break-out and FDX same and added some more HD, all are up 15%, which is good. Waiting for the weakness on healthcare names to run the course and thinking of adding XLV and some pharma names (these will be trading positions and not long term names).

Options are like 0.5% and stocks are 2% positions. Also, closed TFSL, I think there are some risk around their deposit side and the name is not going to de-mutualize any time soon. In any case, I have lots of C, JPM and BRK for financials.
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