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chickenrees
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100 % other
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WFC 10% | 1 PZZA 10% | 1 TSCO 10% | 1 VZ 10% | 1
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Long Dollar General Short Micron technology
DG
, W
DG: Long Dollar General Short Micron technology

.

Long Diageo Short Broadcom
DEO
, W
DEO: Long Diageo Short Broadcom

.

Long Verizon Short Apple
VZ
, W
VZ: Long Verizon Short Apple

good

Long Papa Johns : Short Dominos
PZZA
, W
PZZA: Long Papa Johns : Short Dominos

good

Long Mcdonalds Short Wendys
MCD
, W
MCD: Long Mcdonalds Short Wendys

good

Long Wells Fargo : Short American Express
WFC
, W
WFC: Long Wells Fargo : Short American Express

overblown

Long Ryan Air Short BA
RYA
, W
RYA: Long Ryan Air Short BA

defensive

Long Samsung Short Apple
SSNLF
, W
SSNLF: Long Samsung Short Apple

Trade wars

Long pepsi Short coke
PEP
, D
PEP: Long pepsi Short coke

pepsi as underperformed coke as over performed

Long Tesco short Sainsbury
TSCO
, D
TSCO: Long Tesco short Sainsbury

Tesco is making a comeback, Sainsburys is overblown

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