Jul. 13 at 10:21 PM
$DIS my top position now. Im about 50% stock and covered calls but also in for July ITM and longer range OTM. Also started selling short now too. It’s too easy at these levels and with the
$PSKY uncertainty.
$BABA getting back to reasonable near term levels again, but I’ll have go add more if it gets back to the 108-110 range.
$ORCL back down to where I thought , I think they push it a bit further down yet but I’ll be back in soon..
$RDW god I hate how they’ve executed and structured the company, but I don’t believe the management team are complete idiots and I think eventually they get through the development programs and find a way to profit. I’ll probably reenter this week and go get back on some long calls when the Greeks are a bit more attractive.
