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.
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2 comments:
do you see PFE share price going back up to $19+ any time soon?
i think they will need to start buying back stock before it really takes off.
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