I kicked out MUSA for a small gain. With the proceeds, I rolled (no Humpty) into AMGN, GTN and YY.
GTN is my oversized position out of the three. I’d load up heavy on YY here, if it weren’t for the fact that is domiciled in a ruggedly corrupt nation of liars and dog eaters.
What can I say? I like television and feel we’re in the golden era of content, super bullish on NFLX, AMCX and GTN.
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Do my eyes deceive me? YY? A bastion of the Chinese burrito stocks?
Been buying it last few days. I am going to make it a federal offense missing my blog more than twice per week.
A thousand pardons.
Never heard of GTN before but their financials are impressive relative to industry peers.
LOL every time I post, you put up a new topic within minutes, it’s some kind of fucked up shining we have.
Good luck on betting on biotechs… I think we’re starting to rotate out of them personally and the liquid ones are great shorts.
My oversize is YY. We’ll all be eating dog burritos soon. Biotechs and my fave SWKS won’t be back until after mid-April IMO. Biting on some CHK now.
YY? you have got to be joking. (….heads back to CNBC)
you can talk it down, or try to ignore it, but the Chinese burrito is just too tasty to give up