Warner-Gushulak Family Trust

Warner-Gushulak Family Trust

How to become the biggest, baddest wolf in the sheep pasture

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  • T. Rowe Price (TROW) Covered Call Sale – 05/15/2025

    The T. Rowe Price shares we are holding are offering a nice dividend of $5.22, but we can do a little better by also selling deep out of the money covered calls on the stocks we own. We generally are looking for Deltas on the covered calls we sell to be .03 to .08, with…

    Russell Warner

    May 15, 2025
    Uncategorized
    Covered Calls
  • PepsiCo, Inc (PEP) Put Roll – 05/15/2025

    We have an open put on PepsiCo expiring tomorrow, 05/16/2025. The put is nearly $5 in the money. There’s an opportunity to roll it down that $5 for a net credit by going out a couple of months to 07/18/2025. So that’s what I did. PepsiCo raised their dividend from $5.42 to $5.69 while we…

    Russell Warner

    May 15, 2025
    Uncategorized
    Put Sales, Rolling
  • Palantir Technologies Inc. (PLTR)

    Palantir Technologies Inc. builds and deploys software platforms for the intelligence community to assist in counterterrorism investigations and operations in the United States, the United Kingdom, and internationally. It provides Palantir Gotham, a software platform, which enables users to identify patterns hidden deep within datasets, ranging from signals intelligence sources to reports from confidential informants,…

    Russell Warner

    April 11, 2025
    Uncategorized
    Company Profiles, Portfolio
  • The Trade Desk, Inc. (TTD)

    The Trade Desk, Inc. operates as a technology company in the United States and internationally. The company offers a self-service cloud-based ad-buying platform that allows buyers to plan, manage, optimize, and measure data-driven digital advertising campaigns across various ad formats and channels, including video, display, audio, digital-out-of-home, native, and social on various devices, such as…

    Russell Warner

    April 11, 2025
    Uncategorized
    Company Profiles, Portfolio
  • Shopify Inc. (SHOP)

    Shopify Inc., a commerce technology company, provides tools to start, scale, market, and run a business of various sizes in Canada, the United States, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The Company offers Shopify platform that enables merchants to manage products and inventory, process orders and payments, fulfill and ship…

    Russell Warner

    April 11, 2025
    Uncategorized
    Company Profiles, Portfolio
  • NVIDIA Corporation (NVDA)

    NVIDIA Corporation, a computing infrastructure company, provides graphics and compute and networking solutions in the United States, Singapore, Taiwan, China, Hong Kong, and internationally. The Compute & Networking segment comprises Data Center computing platforms and end-to-end networking platforms, including Quantum for InfiniBand and Spectrum for Ethernet; NVIDIA DRIVE automated-driving platform and automotive development agreements; Jetson…

    Russell Warner

    April 11, 2025
    Uncategorized
    Company Profiles, Portfolio
  • Amazon.com, Inc. (AMZN)

    Amazon.com, Inc. engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally. The company operates through three segments: North America, International, and Amazon Web Services (AWS). It also manufactures and sells electronic devices, including Kindle, Fire tablets, Fire TVs, Echo, Ring, Blink, and…

    Russell Warner

    April 11, 2025
    Uncategorized
    Company Profiles, Portfolio
  • Microsoft Corporation (MSFT)

    Microsoft Corporation develops and supports software, services, devices and solutions worldwide. The Productivity and Business Processes segment offers Office, Exchange, SharePoint, Microsoft Teams, Office 365 Security and Compliance, Microsoft Viva, and Microsoft 365 Copilot; and office consumer services, such as Microsoft 365 consumer subscriptions, Office licensed on-premises, and other office services. This segment also provides…

    Russell Warner

    April 11, 2025
    Uncategorized
    Company Profiles, Portfolio
  • Growth Stocks and Our Big Audacious Goal

    If you’ve looked around our site enough, you’ll realize that we have a big audacious goal to fund a cancer research clinic with a significant eight-figure amount. This goal is far off in time, if we even make it. I’ve enlisted the younger people in this family trust to extend the timeline for growth of…

    Russell Warner

    April 11, 2025
    Uncategorized
    Direct Investments, Portfolio, Stocks
  • Bristol-Meyers Squibb Company (BMY)

    Bristol-Myers Squibb Company discovers, develops, licenses, manufactures, markets, distributes, and sells biopharmaceutical products worldwide. It offers products for oncology, hematology, immunology, cardiovascular, neuroscience, and other areas. The company’s products include Eliquis for reduction in risk of stroke/systemic embolism in non-valvular atrial fibrillation and for the treatment of DVT/PE; Opdivo for various anti-cancer indications; Pomalyst/Imnovid for…

    Russell Warner

    April 10, 2025
    Uncategorized
    Company Profiles
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Warner-Gushulak Family Trust

How to become the biggest, baddest wolf in the sheep pasture

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