Penney 🇨🇦

This week made me realize my options account is more exposed to AI related themes than I'd like. As options sellers we get pulled into those names because that's where the premium is. So I went looking for non-AI names that still pay decent premium and whose business is doing well right now. Every one of these beat or raised guidance in its last earnings report, and none of them reports again in the next month. Health $LLY: revenue up 39% and raised guidance $UNH: beat and raised $OSCR: raised guidance for the third time this year Travel $RCL: beat and raised $CCL: record quarter and raised outlook Fintech $SOFI: raised guidance, over 17M members $XYZ: third straight guidance raise Gold and copper $AEM: beat with strong free cash flow $NEM: beat on higher gold prices $FCX: beat with strong cash flow Consumer $EL: beat and raised again $ELF: sales up 51% $DASH: revenue up 34% Streaming $SPOT: beat its own guidance, 306M subscribers WMT, DG, DLTR and IOT (one of my favorites) are on my list too, but they haven't reported earnings for this season yet so will wait after. Some of these stocks are still well off their highs even with strong numbers, so I would only sell puts on the ones I'm happy to own. Which ones are on your list? Looking for more ideas.