House Oversight — Estate records
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From: Paul Barrett Sent: 7/13/2018 6:13:06 PM To: jeffrey E. [jeeyacation@gmail.com] CC: Richard Kahn Subject: RE: AVGO Attachments: image003.jpg; image001.jpg Importance: High My initial recommendation this morning was to buy the $200 Aug puts. I still think that is the best idea. The stock is now down 16% on a deal that no one fully understands. The CEO has a good track record regarding mergers. So I think it makes sense to keep the stock and own protection for the next 35 days until we hopefully get more clarity from management. Paul Barrett Alpha Group Capital LLC 142 W 57th Street, 11th Floor, New York, NY 10019 ALPHA GROUP CAPITAL From: jeffrey E. <jeeyacation@gmail.com> Sent: Friday, July 13, 2018 1:55 PM To: Paul Barrett Cc: Richard Kahn Subject: Re: AVGO lye had enough!!!! Which puts ??? On Fri, Jul 13, 2018 at 1:40 PM Paul Barrett Any thoughts on the AVGO Aug puts? Stock trading at 204.50. Aug puts now $6.50 Paul Barrett Alpha Group Capital LLC 142 W 57th Street, 11th Floor, New York, NY 10019 ALPHA GROUP CAPITAL From: Paul Barrett Sent: Friday, July 13, 2018 9:42 AM wrote: HOUSE OVERSIGHT 031806 To: jeffrey E. <jeevacation@gmail.com>; Richard Kahn Subject: RE: Jeffrey I understand your frustrations and appreciate your willingness to figure out a solution. I have some ideas which I will send you over the weekend if that is OK. Re Broadcom: the stock is up $1.20 at $211.50. After the initial shock reaction of yesterday, there has been a lot of focus on the cost synergies etc. but very little conviction in revenue opportunities. However until we hear from management as to the overall intentions of the deal, uncertainty will linger. This morning the pricing is as follows: Aug 200 Puts cost $4.10 Sept 200 Puts cost $7.90 Earning are on 08/30. So worst case is the uncertainty lingers until then which would argue to buy the Sept puts. However I still prefer buying the Aug puts as I would fully expect more clarity fro […]