### Comment:
Not much at this point since they just had the analyst day

### REPLY:
Yea, maybe some analysts will wait until after earnings for upgrades too. Kind of lame reaction to them basically betting that the cycle is over, bond rating upgrade, earnings beyond the most optimistic estimates... I thought this wouldn’t be treated as incremental news, but a reason for revaluation. Whatever, can’t complain about 8% on top of a huge rally. Any options plays you find particularly attractive?

### END.