RE:
[{"sender": "Unknown", "recipients": [], "timestamp": null, "subject": "RE:", "body": "Ive had enough!!!!'|_ Which puts ????"}, {"sender": "Paul Barrett <paul@alphagroupcapital.com>", "recipients": [], "timestamp": "Fri, Jul 13, 2018 at 1:40 PM", "subject": "RE:", "body": "Any thoughts on the AVGO Aug puts? Stock trading at 204.50.\nAug puts now $6.50"}, {"sender": "Paul Barrett", "recipients": ["jeficy 5. i;", "Richard Kahn i"], "timestamp": "Friday, July 13, 2018 9:42 AM", "subject": "RE:", "body": "Jeffrey\n\nI 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.\n\nRe 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.\n\nThis morning the pricing is as follows:\n\nAug 200 Puts cost $4.10\nSept 200 Puts cost $7.90\n\nEarning 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 from management before August expiry."}]