Publications

I got assigned–what do I do now?

I got assigned on the put option that I initially sold. What do I do? What if I don’t have the cash to cover the cost of purchasing 100 shares of the stock? How large is my maximum potential loss? Stock assignment is not usually what we want to happen when trading spreads. But every […]… Read More

Can I enter old trades?

As a new member, should I enter old trades or wait for new ones? Most new members wait for new Trade Alerts. Options for Income (OFI) trades come out every Thursday and Velocity Trader (VT) trades come out every Tuesday except for on major holidays. When looking at the homepage, please note that each trade […]… Read More

How much money do I need to start trading stocks? What about options?

The amount of money you initially need for investing depends on several factors. Some brokers require a minimum dollar amount, generally about $250, to open an account. And if you wish to trade the option spreads that we recommend in a few of our services, you will need a margin account. Due to Federal requirements, […]… Read More

LOW, NEE: Watts in Your Toolbox

Last week, U.S. markets once again shrugged off trade tension jitters to post modest gains, with the S&P 500 climbing approximately 0.6% and the Nasdaq rising around 1.5%, marking the S&P’s third winning week in four. The Dow edged down slightly (~0.1%) amid some profit-taking in industrials. Markets were buoyed by resilient economic data—including solid June retail sales and steady job growth (147k jobs added, 4.1% unemployment) —and upbeat earnings guidance from financials like Charles Schwab and Regions, which helped offset lingering tariff concerns after Washington floated possible 15–20% tariffs on EU imports. Record highs in the S&P and Nasdaq reflected broad-based confidence, fueled by optimism around a potential interest-rate pause and continued leadership by Big Tech and AI-related sectors. European equities also rebounded modestly, and German ZEW sentiment hit multi-year highs (52.7), signaling renewed optimism abroad…. Read More

How do I do a “placeholder” trade when I get assigned early?

Getting assigned early on an option strike you have sold isn’t a big deal. Every trader experiences it because assignment can happen at any time and for any reason, rational or not. Jim Fink won’t advise you to roll a trade until three weeks prior to expiration at the earliest because “early assignment” rarely occurs […]… Read More

OMC, RSG, TSLA, LULU: July Rolls Part 2 of 2

The last four. We also have six trades expiring for profits!… Read More

ABT, BX, NSC, TXN: Fractious Four

Four rolls and four expiring winners: GOOGL (100.0%), VXX (92.3%), NEE (61.3%), and AMGN (19.8%)… Read More

AWK, CHTR, GME, KMX, SKYW, V: Stubborn Six

Six rolls and six expiring winners: TRI (40.9%), ADBE (38.9%), MSCI (38.9%), BLK (24.7%), DIA (23.5%), and SPGI (16.3%)… Read More

DLTR, EPAM, ENTG, FDX, KLAC: July Rolls Part 1 of 2

Five rolls down and four to go…. Read More

Programmed to Pop: The Simple Secret to Finding Recurring Seasonality-Based Trade Ideas

In this Special Report, you will discover… What is Stock Seasonality & Why I Use It Five Popular Investing Strategies That Seasonality Beats Seasonality Speed Bumps & How I Overcome Them The Top Three Ways to Profit From Seasonality Four Seasonality Secrets to Supercharge Your Portfolio 12 Picks with Strong Seasonality An “Over-the-Shoulder” Look at […]… Read More