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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (11363)	6/3/2021 11:17:03 AM
From: robert b furman	1 Recommendation Recommended By Kirk © Read Replies (1) \| Respond to of 26767

Hi Kirk, Regarding T they seem to perform how they forecast. The unnerving part is the huge debt load, which has now been greatly reduced. I've rotated over to energy stocks with solid balance sheets. KMI, XOM, and CVX. The diversification has done me well. Good point about Spacex! The government should help with internet access. I think the antiquated Book mobile funding should be discontinued. Libraries should mostly be shut down and if you are low income, have access to the internet and educate yourself. It is a good feeling to be in cash and darn sure no margin. I've been opportunistically selling puts on XOM and CVX on near in the money strikes and 35 to 40 days out. So far paying quite nicely. Probably have to wait for a sell off to renew the puts , as my last tranche expires in 15 days: XOM 55"s and CVX $100.00 and $105.00. Sold them hoping seasonality would help, it appears to have done so - so far. Bob