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CNBC analyst Mike Khouw: The communication services sector has outperformed the S&P 500 by over 5% this quarter, suggesting a long position via options strategies.
The sector is still lagging the S&P 500 by over 14% year-to-date, but has recently begun to recover lost ground, with its ETF (XLC) bouncing twice from the $105 level in recent months. Khouw recommends selling the $105 strike put option, buying the $115 call option, and selling the $125 call option.
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Source：CNBC头条 · Source Link
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