Publications

6/9/11 Trade Alert: Bullish on Two Megatrends–UPDATE

The first tech stock is added to the Options for Income Growth Portfolio and a conservative income bet on health care rounds out this double-recommendation week.
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6/8/11: Drug Trial Test Results Disappoint

Despite mixed results for a Portfolio holding’s new drug trial, the original trade remains intact.

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6/8/11: Drug Trial Test Results Disappoint

In my June 2 trade alert, I predicted that United Therapeutics’ (NSDQ: UHTR) FREEDOM-M drug trial results would be a “binary” event–either a big success that catapults the stock price to $80 to $82 or a failure that causes a stock drop to $52 to $54. As is often the case, reality is neither black […]… Read More

6/6/11 Weekly Briefing: OFI Portfolio Resilient in Market Downdraft

The market may be struggling, but the Options for Income Portfolios remain poised for profits.

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6/2/11 Trade Alert: Biotech Binary Event

Put Credit Spread on United Therapeutics (NasdaqGS: UTHR) “Buy to Open” July $50 Put and “Sell to Open” July $55 Put Option Symbols: UTHR110716P50 and UTHR110716P55 Limit Order Price: Net credit of $1.40 or more ($140 per spread) Directional View for Underlying Stock: Neutral to slightly bullish Options for Income Portfolio: Conservative Income Margin requirement […]… Read More

6/2/11 Trade Alert: Biotech Binary Event

Imminent test results for a profitable biotech company’s key drug present an option trade opportunity that’s too good to pass up…. Read More

5/31/11 Weekly Briefing: Using Option Spreads as Bearish Hedges

Four consecutive weeks of declines for the S&P 500 have rattled nerves. Stay the course. Options allow investors to profit in both up and down markets…. Read More

5/26/11 Trade Alert: Emerging Market and Share Buyback Can-Do

“Sell to Open” July $40 Put on Crown Holdings (NYSE: CCK) Option Symbol: CCK110716P40 Limit Order Price: $1.30 or more ($130 per contract) Directional View for Underlying Stock: Neutral to slightly bullish Options for Income Portfolio: Conservative Income Approximate margin requirement per contract: $1,050 (depends on your broker) 50-day return on margin: 12.4 percent (90.4 […]… Read More

5/26/11 Trade Alert: Emerging Market and Share Buyback Can-Do

The summer is almost upon us, and nothing quenches the summer thirst like a frosty beverage. Jim’s latest trade will prepare you for a season of hot profits…. Read More

5/23/11 Weekly Briefing: Taking Advantage of Implied Volatility

The simplistic assumptions used in option valuation give savvy investors who engage in fundamental analysis a huge advantage when trading options…. Read More