Repositioning

Amgen was by far my largest holding and remains my largest holding but not by as much. As Amgen has risen and other healthcare names have floundered I have raised the weighting of other holdings over the past few days. I am short a boatload of PFE April and May 17 Puts. I am also long a good amount of Gilead Sciences.

2 comments:

Anonymous said...

do you see PFE share price going back up to $19+ any time soon?

Tsachy Mishal said...

i think they will need to start buying back stock before it really takes off.