biotech they're half the s p 500 right |
4.639 |
Jump to 20.88 |
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those valuations so that's one big |
4.16 |
Jump to 50.719 |
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catalyst that i'm looking for the second |
5.441 |
Jump to 52.719 |
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one is just pipeline of drug approvals |
5.281 |
Jump to 54.879 |
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year as we did the prior two years but |
4.0 |
Jump to 62.0 |
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guess what there's 48 different drugs |
4.0 |
Jump to 63.84 |
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other one who has owned it as part of |
4.879 |
Jump to 111.92 |
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direct listed earlier in 2021 what we're |
5.04 |
Jump to 119.28 |
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april 115 calls and you would collect |
6.08 |
Jump to 133.76 |
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around 7.50 |
5.599 |
Jump to 137.36 |
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which is about a 7.8 yield and you still |
7.039 |
Jump to 139.84 |
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have close to like 25 upside so over the |
5.601 |
Jump to 142.959 |
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next four months you could sell that |
4.321 |
Jump to 146.879 |
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call collect once again seven seven |
4.319 |
Jump to 148.56 |
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point eight percent yield still have |
3.6 |
Jump to 151.2 |
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let's talk about your picks for the 2022 |
4.16 |
Jump to 165.04 |
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viper energy viper was actually one of |
4.959 |
Jump to 185.2 |
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the stock was up about 90 last year |
4.88 |
Jump to 196.48 |
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they had about a six and a quarter |
3.599 |
Jump to 201.36 |
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hedges on that they had put in in 2020 |
4.56 |
Jump to 206.959 |
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to around 45 those oil hedges are |
4.881 |
Jump to 211.519 |
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rolling off in the first and the second |
4.081 |
Jump to 214.319 |
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70 of their cash flow to investors and |
4.16 |
Jump to 225.84 |
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this yield upward upwards of 9 |
5.121 |
Jump to 233.519 |
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