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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?


To: tom rusnak who wrote (2015)7/12/1999 7:04:00 PM
From: Bill Wexler  Read Replies (1) | Respond to of 10293
 
I still have a very large position (been buying for a long, long time), but I have cut some away and I've also sold a big chunk of deep-in-the-money calls. I don't really discuss this stock at all (I also don't discuss XON) since results speak for themselves very clearly. My buys and sells of these core holdings really have more to do with my perception of economic/market conditions and my financial needs.

I think earnings will be solid, and they may guide higher....but I don't want to leave a lot of cash on the table in this overconfident market.