11 Comments

8.25.23. My QQQ 8.25.23 $362 calls were exercised after QQQ closed at $364.02.

MRK closed at $110.21. My MRK 8.25.23 $108 calls will be exercised. My net debit on the stock is $108.24. So Iost $0.24 on the MRK trade.

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8.21.23. SO $67.44. Cost $71. Net debit after collecting puts and calls premiums and a $0.70 dividend is $68.26. After I collect another four dividends, or $2.80 a share, the net debit will be $68.26-$2.80, or $65.46. The yield on the net debit will be about 4.28%. The current dividend yield is 4.14%. I am not getting my ask price on SO 9.15.23 $71 strike covered calls. So I'll wait to get the price I want. The risk is that SO will sink some more and I won't get much at this strike and may have to sell calls at a lower strike later on.

NowI am trying to sell the SO 9.15.23 $70 calls for about $0.40, or about a 9% ARoR. That would put the net debit at about $67.86. The bid just fell to .35, .40 ask.

Just got $0.40. with stock at $67.70. RoR on the 25 day trade is 0.56. If I got the same results 15 times a year the AROR would be about 8.23%. Including the dividend, the ARoR would be about 12.35%. Delta .24, OTM 78%, IV 18.2%. Net Debit $67.86. This is in an IRA.

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8.21.23 DHI $115.50. Put to me last week at $120 - $1.05 puts premium, or $118.95 net debit.

Sold DHI 9.15.23 (25 days, 15 trades a year) $120 strike puts for $1.60 a share. RoR is 1.33%, or if same trade results were realized 15 times a year, the ARoR would be about 19.47%. Ex-dividend about 11.4.23. $1 annual dividend yield on $117.35 net debit is about 0.852% in an IRA.

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8.21.23 CG $29.17 down $0.45. Cost $35. Net debit after call premiums and dividends collected since last year is $30.21. With the $30 strike delta at .38, there is a 38% chance of having CG called on 9.15.23. Even in what appears to be a down market, I don't want to risk having to sell CG at about a $29.31 when target prices are much higher. So I'll wait to see what I can get for the calls in a few weeks. Meanwhile, the dividend on the current net debit is about 4.63% in an IRA.

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8.21.23. PG $151.42. Cost $151.70. Net debit $147.38.

Sold PG 9.15.23 (25 days) $155 covered calls for $1.06 per share. RoR 0.70% x 15 trades a year yields a 10.2% ARoR plus a 2.572% dividend yield annualized. Annual dividend is $0.9407 x 4 = $3.763 per share. New net debit is $146.32. If I collect the $3.763 in dividends over the next year the net debit will be $146.32-3.763 = $142.557 per share. If I can collect 15 covered calls at $1.06 per trade over the next 12 months, the net debit will go to $142.567-$15.90 =$126.667 net debit.

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8.21.23. KR $47.29. Cost $48.99. Net debit $46.43 after collecting call premiums and one $0.29 per share dividend.

Sold KR 9.15.23 (25 days) $49 strike calls for $0.83/share. ARoR about 24.7% after commissions. New net debit is $45.31. If I collect 4 more dividends over the next year the net debit will be about $44.15. If I collect $0.83/share 12 times over the next year, the net debit will be $34.19, give or take.

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8.21.23. KMB $127.70, down $0.54. Cost $142.85 on 5.13.23. Collected $1.18 on 6.8.23. After also collecting covered calls premiums the net debit is $139.62. If collect $1.18 dividend four times in next year, or $4.72, the net debit would be $134.90. That would not include any covered calls premiums collected during the year.

KMB goes ex dividend 9.7.23 for $1.18. I can wait to collect that dividend and then sell covered calls at whatever I can get then. Or I can sell KMB 9.15.23 $132 strike calls (Delta .12, OTM 88.64%, for about $0.20, or about a 5% ARoR. The stock has to bounce 3.3% to get to $132. I'm not sure I want to risk having the stock called for $0.20 and miss the dividend and a chance to break even in a year after collecting dividends and future call premiums. So I think I'll wait for a bounce in KMB before selling calls. The risk is that it will sink to $125 or lower in this market.

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8.21.23 QQQ $361.60. Cost $368. Net debit $364.05. S QQQ 8.25.23 (7 days) $362 covered calls for $3.65, or AROR of 51.5%. If called at $362, net loss will be 1.63%. After sale of calls, the net debit is $360.40 a share. So if called, the net profit on my sale of QQQ puts and calls would be $1.60 a share in a taxable account. Net debit is cost of ETF less collected puts and calls options premiums, or $360.40.

The risk is that QQQ will close on Friday under $362 a share. In that case, I'll collect the $3.65, or $365 per covered calls option contract and sell covered calls again.

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8.21.23. This week I need to roll covers calls on CG, DOW, DVN, KMB, KR, NEM, PG, QQQ, SJM and XOM.

CAG $30.19. Analysts' rating 3.67, moderate buy. High target $42, Mean $38.18, Low $35.

CG $29.62. Target price at JPMorgan is $52. 8% sell on Barchart.com.

CPB $42.83. Hold. Analysts 2.42. H TP $53, M $48.83. L $44.

DHI $117.31. Moderate Buy. 3.94. H $167. M $144.19. L $98.

DHR $251.41. Strong Buy. 4.58. H $325. M $288.33. L $240.

DOW $54.02. Hold. 3.19. H $66. M $54.94. Low $47.

DVN $49.99. Moderate Buy. 4.14. H $77. M $60.67. L $50.

KMB $128.24. Hold. 2.83. H $153. M $136.91. L $125.

KR $47.57. Moderate Buy. 4. H $65. M $52.50. L $42.

MRK $109.20. Strong Buy. 4.53. H $135. M $124.95. L $113.

NEM $38.20. Moderate Buy. 4.31. H $68.08. M $56.87. L $39.

PFE $36.66. Moderate Buy. 3.81. H $75. M $47. L $38.

PG $151.45. Moderate Buy. 4.33. H $180. M $169.35. L $155.

SJM $142.05. Hold. 2.67. H $170. M $151.73. L $125.

SO $67.81. Moderate Buy. H $80. M $73.69. L $67.

XOM $110.04. Moderate Buy. H $145. M $125.41. L $107.

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Thank you. I’m a newbie. I’ve been searching for guidance on this exact method.

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Thanks, Andy. I you have questions or trades you'd like to discuss, post them in the comments section of my latest articles.

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