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Friday, March 29, 2024

Comment by Phil

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  1. Phil

    Russia/StJ – Some people just like to have someone to hate, I suppose.  

    ARO/Dforst – The other spread is very aggressive (and officially in our portfolios), I do like it but we were discussing more conservative positions in a small portfolio today and the $2.50/4 spread is less risky.  I like both ways of playing or a combination of both (to lower the net cost of the spread) on ARO, that's why we took a heavy position in the STP and Income Portfolios.  

    Activists/Albo – Muddy Waters does some good.  Like anything, some good, some bad.  More often bad though with these fund manager/meddlers.  

    LOL on NFLX – Spiked $432 to $469 and back in between now. 



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