Nov. 5 at 8:39 PM
I know
$SYK is the better vs
$ZBH. It has stronger growth, cleaner execution but
$ZBH looks too cheap here based on fundamentals.
Tempted to open a small position today by selling
$85 puts and using the premium to buy
$100 calls.
If it bounces back after the post-earnings sell-off, the risk/reward looks solid.