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Strategies & Market Trends : Option Strategies

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To: sm1th who wrote (1966)10/8/2018 6:29:28 PM
From: Thehammer   of 2591
 
Most of the time Consumer Defensive have crappy premiums. WBA was interesting when it was down around 60 mostly due to the Amazon scare. Think we may have talked about VFC as well, it was down considerably a year ago.

Industrials, Consumer Discretionary and other cyclical usually have better premiums but go up and down a lot more (volatility). The biggest problem is that they are most attractive when the perception of risk is greatest. I know that you know this.... You have to ask, is it temporary scare or is it disruptive, I can't think of a single sector that is immune to disruption with the pace of technological change. The question is if they can adapt and compete.
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