8 Comments

8.25.23. XLE $87.59. On Friday's close, I sold XLE 9.15.23 $83 puts for $0.40 per share, or $40 per 100-share puts option. Delta -.16. OTM 82.9%. IV 25.63%.

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8.25.23. Why is market up after Jay Powell's rather hawkish speech at Jackson Hole, WY?

Short covering? Bullish on NVDA earnings? Light volume lets bulls prevail today? Wait for Monday?

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8.25.23. KHC $33.95. I sold KHC 9.15.23 (21 days) $33 puts for 0.23. D -.25. OTM 73.2%. IV 16.88%. I own KHC at $33.28. My KHC 9.15.23 $34 calls may be exercised before I can collect the $0.40 per share dividend. Ex-dividend 8.30.23. Net debit is $33.28-.23-.17= $32.88).

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8..25.23. DHR $255.30. I sold DHR 9.15.23 (21 days) $242.50 puts for $1.25. Delta -.16. OTM 82.8%. IV 22.4%.

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8.25.23. MRK $109.28. Cost $113.99. Net debit (Cost minus collected dividends and puts and calls premiums =$108.24). MRK 8.25.23 $108 calls will be exercised. Sold MRK 9.29.23 $107 strike puts for $1.66. Delta -33. OTM 64.31%. IV 20.68%.

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My September expiration puts trade candidates are CTRA, CAT, CSCO, MPC, STX, SMH and maybe QQQ and IWM.

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8.23.23. I'm waiting for NVDA's earnings report before I sell any more puts. Selling puts is a bullish trade.

WSM reported lower earnings and revenues and the stock jumped $14. That may be because the results beat estimates. But those results and lower guidance by the company caused me to buy back my WSM 8.25.23 $121 puts. I also decided I won't sell WSM 9.15.23 puts.

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Today, I'm more interested in NVDA's earnings report, which will be released after the markets close. A bad report or guidance could tank a lot of stocks and the markets for a few days and even longer, I think. If that happens, there will be a lot of good options trading opportunities.

Jackson Hole's meeting and Fed Chairman Powell's speech don't strike me as important as NVDA's earnings report.

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