| | | Here’s a one-liner summary by ticker based on 10/30/2025 board activity:
GOOG/GOOGL – Mili21 praises GOOG’s rapid rise toward $300; jritz0 confirms it’s his only remaining stock holding after shifting fully to ETFs/CEFs.
AAPL / AMZN / AVGO / COST / LLY / MSFT / NVDA – Mili21 questions why jritz0 doesn’t own these high-flying dividend growers; chowder later notes Cramer’s bullish call on LLY following strong earnings.
ARE – Chowder reports downgrade as lab-space demand softens; QTI links slowdown to NIH funding cuts hurting U.S. research infrastructure.
UTF – jritz0 thanks Cohen & Steers for the rights offering opportunity to buy near 8% discount; QTI jokes it’s time for UTF to “show the money” now that RO drama is over.
PDX – jritz0 sold the fund, citing mismanaged Roth conversion and dislike for its shift toward credit holdings.
ZTR – Mentioned by jritz0 as another attractive buy-rated global utility/income CEF alongside UTF.
CII – Sold by jritz0 after strong YTD outperformance and discount narrowing; proceeds moved to EGGS for downside protection and tech exposure.
EGGS – Continues gaining traction; jritz0 adds after selling CII, while garygr asks about adding it to a derivative-income portfolio (QDVO, QQQI, SPYI, DIVO).
BMY – QTI reports strong Q3 earnings beat and raised guidance, calling it “BMY’s time to shine” as healthcare momentum builds.
MA / HWM – Chowder highlights mixed reactions to strong earnings: MA only slightly up despite beats, HWM rallies despite lower guidance.
GILD – Chowder glad he didn’t front-run earnings; shares down 5% after hours.
META – Chowder debates selling but reconsiders after discussion with SeeksQuality, who and 389190 both highlight META’s strong cash flow and innovative AI funding; consensus leans toward holding.
CBTO – jritz0 adds to buffered Bitcoin position citing favorable 49% upside vs. 15% downside protection.
FI – Chowder notes continued slide (-7%) after prior day’s 40% plunge, with sentiment bearish.
SOLS / HON – Top Of The World Ma exits SOLS post-spinoff, unimpressed with HON’s record; retains skepticism about HON performance improvement.
VZ / RNP / QDPL – Same user sold VZ over dividend-cut fears, reallocating proceeds to RNP and QDPL for stronger forward total return prospects. |
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