More Rejiggering

I sold some XLV and moved the money into Teva Pharmaceuticals.

4 comments:

Anonymous said...

Is this a no further Israel -Lebanon hostilies play? The valuation looks pretty compelling.
Praguer

Tsachy Mishal said...

I bought it because of the valuation. Actually, I sold the Sept 50 Puts to be more precise.

Anonymous said...

do you think pfe has more room to move?

Tsachy Mishal said...

It not unreasonably valued but there are better values in healthcare.