$UNH and $LULU remain my largest 2 holdings; added $NVO, considering $PYPL

Aside from the obvious filing of Buffet and Burry in $UNH and $LULU; I've see some pretty good returns. $UNH is up 21% and $LULU is flat. My options on both are up. I think after the 13F filings with Buffet, we may even see a 13G filings on $UNH as the larger institutions start to ramp up their exposure. $LULU is my play into January I think it will run up; Chip Wilson ran an ad in the paper on how to fix the company yesterday. It will run. $NVO is really cheap so I added that. I'm considering Paypal as well with their massive cashflow but I need to sell a few positions first. What do you guys think?