The Big 3: PFE, V, SYF
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The Schwab Network's 'Big Three' segment delivers a high-conviction trio of stock picks amid a market surging to all-time highs, with Dan Deming of KKM Financial arguing that Pfizer, Visa, and Synchrony are poised for recovery driven by technical breakouts and strategic options plays. Despite a recent pullback, Pfizer's rebound from 2670 to 2730 is seen as a compelling entry point, with a covered call strategy targeting June 29 expiration to generate yield while capturing upside. Visa, after a 10% YTD decline and a sharp sell-off, shows clear signs of bottoming and trend reversal, with a bullish call spread paired with a protective put to hedge earnings risk. Synchrony, though less liquid, is highlighted for its narrow upward channel and recent gap fill, with a June 85 call write offering yield and exit clarity near January highs. The episode underscores a tactical shift toward defensive sectors with strong technical momentum and options-based risk management. The core thesis isn't just about individual stock strength, but about identifying structural rebounds in names that were oversold during broader market volatility. Deming’s trades are designed to profit from both short-term catalysts—like earnings—and longer-term uptrends, using options to generate income and define exit points. This approach reflects a disciplined, data-driven strategy that prioritizes technical confirmation over sentiment, especially in a market where momentum is king. The episode’s real insight?
Buy Pfizer at 2670-2730 and write June 29 calls to generate 1.5% yield over 63 days while capturing upside to 2875
Use a May 323/335 call spread with a 300 put hedge on Visa to profit from earnings-driven momentum and protect downside to 301
Write a June 85 call on Synchrony to generate yield and define exit near January highs of 85, despite low option volume
Focus on technical breakouts above key moving averages (5-day, 21-day, 63-day EMA) and volume profile nodes to confirm trend reversals
Prioritize stocks with recent pullbacks that have formed clear support levels and are showing RSI improvement above 50
…and 3 more takeaways available in PodZeus
Introduction to the Big Three
Host Marley introduces the 'Big Three' segment with Dan Deming and Rick DeCat, setting the stage for three stock picks driven by technical momentum and strategic options trades.
Pfizer: Entry After Pullback
“The idea here is to own the stock longer term and then have the ability to collect some premium.”
Visa: Bottoming and Reversal
“I think we're seeing a bottom coming in now, Marley. And certainly it looks like it's back above some of its key technical levels.”
Synchrony: Narrow Channel and Gap Fill
“It's just poised now that it's going to continue to recover after realizing some valuation levels that are more compelling.”
Closing and Recap
Dan Deming wraps up the segment with a summary of the three trades, emphasizing technical confirmation, options strategies, and earnings timing as key components of the approach.
“I think we're seeing a bottom coming in now, Marley. And certainly it looks like it's back above some of its key technical levels.”
“The idea here is to own the stock longer term and then have the ability to collect some premium.”
“It's just poised now that it's going to continue to recover after realizing some valuation levels that are more compelling.”
Host
Guest
Dan Deming
person
Pfizer
organization
Visa
organization
Rick DeCat
person
Synchrony
organization
KKM Financial
organization
Schwab Network
organization
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