Aug. 6 at 11:35 PM
I'm surprised
$VICI isn't getting tanked by the negative Vegas sentiment (which seems a little overblown).
$O gambling segment gives me hesitation, but it isn't a huge exposure, but it seems to be doing well.
$VICI is doing well and I like the structure of their leases. I am tempted to move some of my REITs that is mostly
$O and shift a small bit into
$VICI due to how much I like their management team. I am adding
$VICI to my watchlist and setting an alert for <
$30 (-10% from here) and I will consider starting a position into it. For now, I am so comfortable with
$O right now. I love doing a wheel on
$O, so stable, especially selling the
$55 puts a few months out. Loaded up on the Dec expiry.
