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Old 6 August 2020, 09:35 PM   #3918
JParm
2024 ROLEX DATEJUST41 Pledge Member
 
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Join Date: Aug 2010
Location: NorCal
Watch: Yes!
Posts: 6,556
Continuing to watch certain cyclicals for LEAPS purposes (C, WYNN, PSX to name a few).

Will be adding on any weakness in big tech, as well as further dips in FSLY.

After yesterday's debacle with LVGO / TDOC, I have decided to initiate a position in TDOC. I think the bloodbath from the merger was overdone and I'm happy to have taken profits from LVGO; sights are now set on the future with Teledoc.
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