next leg

 integrated oil and gas. digital media. environmental clean up

mc 6.65

mc 431

mc 258

mc 473

content

mc 987

mc 159

mc 2.52

 

office reits

 dividend yield over 10% for now. shorts around 10% of the float

mc 1.1 11.5%

mc 1.57 9%

mc 4.45 9%

exposure

 tech. chips. biotech

tech

chips

biotech

mortgage reits

 earnings better than expected. double digit dividends if intact. getting the baby back with the bathwater

mc 4.33 dy 18%

mc 8.58 dy 19%

mc 1.01 dy 18%

chips and funding

mc 115 the semi belle of the ball promises cuts rewarded with an upgrade

mc 198 atm funding clinical stage research

eght mc 493 sf 14 covering

 

texas hedge

The numbers. The guidance. Spending 91 billion buying back stock since 2017 at a 242 average. Trading under 100. A gift to the courthouse steps

mc 266