Risk and rewards selling puts and covered calls on deep value stocks with Tim Travis | S07 E18 – The Acquirers Podcast

Risk and rewards selling puts and covered calls on deep value stocks with Tim Travis | S07 E18 – The Acquirers Podcast — Transcript

Market views

Bullish

ARE— Alexandria Realty is viewed as significantly undervalued, offering an attractive investment opportunity in the real estate sector.
REITS— Real Estate Investment Trusts (REITs) are seen as an attractive investment opportunity, particularly for their dividend yields and growth potential.
DVN— Devon Energy is trading at a significant discount to its net asset value, with strong cash flows and a solid management team.
OBDC— Business Development Companies, specifically OBDC, are attractive for their high dividend yields and potential discount to net asset value.

Bearish

HOUSING— The housing market is experiencing a slowdown, with properties staying on the market longer, suggesting potential downside in the sector.
AUTOLOANS— The auto loan industry is facing high delinquency rates, indicating potential risks in this sector.

Not investment advice.