No. of Recommendations: 2
After reading Christopher Bloomstran's annual letter, revisiting a few stores, and in view of the fact that the new administration will not decimalize shop lifting, I took a fresh look. Based on last quarters filings Chris appears to like dltr over dg. The option premiums are very high hence you can sell puts or do covered writes and hopefully earn high returns. Obviously, the tariff news adds risk but, at this level it might be priced in. I'm a player, good luck to those long.
