Trading Journal - July

Discussion in 'Journals' started by Seanote, Jul 1, 2002.

  1. Seanote

    Seanote Guest

    Long 50 NVDA Dec 7.50 Puts @ 1.50 (avg)
    Sold to Open 50 NVDA Dec 10 Calls @ .65 (avg)

    * This is a synthetic hedge for my long 5K NVDA position. I spent a total of .85 to hedge my long equity position. This is a good strategy if you fell that NVDA will not trade above $10 thru Dec. since the premium I received on the short call lessens my long hedge expense (long put).
     
    #351     Oct 8, 2002
  2. birddog

    birddog

    Seanote,

    Nvidia trade is confusing. Long at 12.40 less .65 for call plus 1.50 for put = 13.25 cost to be called away at 10. So you think stock stays below 10 why not sellout the position at a loss?

    Or have you changed from net long to synthetic short for purposes of having a bullet?

    Good journal
     
    #352     Oct 8, 2002
  3. Seanote

    Seanote Guest

    I still plan on holding this stock long term and don't want to lock in a loss. I think NVDA will trade between $10 (optimistic side) downwards to the $6 range. This synthetic short works best with that type of trading range while eventually lowering my cost basis down from 12.40 assuming I correct about the trading range of NVDA thru Dec. expiration.
     
    #353     Oct 8, 2002
  4. taodr

    taodr

    Merrill has announced they are going to reduce their trading in Nasdaq stocks from 10,000 to 2400. A lot of these are pink slip and penny stocks. Maybe this will help your BIg Bang Seagate.
     
    #354     Oct 8, 2002
  5. I'm studying this hedge but I'm not sure I like it. We are deeply oversold and this name is totally washed out. Vol's are high and you are paying through the nose for ATM puts that give you a total of $6.65 of protection. Why not sell a backspread instead. Sell 50 Dec 7.5 puts, buy 100 Dec 5 puts. For a .30 credit, you are protected below 5, you are exposed from 7.2 to 5 but you keep all the upside if we get a rally. I'm not saying it's better necessarily, depends on what you want to do, but I like keeping the upside, plus you have the opportunity to double up if you want if it drops below 7.50.
     
    #355     Oct 8, 2002
  6. Seanote

    Seanote Guest

    I don't quite undestand your logic. If I sell 50 Dec 7.5 puts (I'm long 5000 NVDA @ 12.40) and NVDA declines below 7.5 like I think it will short-term, then I risk the chance of being assigned and having to deliver my shares at 7.5 locking in a 5 point loss. Buy the Dec 5 puts doesn't do me any good if NVDA trades between 5 - 7.5 which is very likely over the next couple months. My option strategy is based off of my analysis that NVDA will trade in the 7.5- 5 range until Dec. expiration.
     
    #356     Oct 9, 2002
  7. You misunderstood me. If you sell puts and are assigned, you will have to buy the stock. That means you get the chance to double up , possibly at a discount due to the credit. Anyway, it's an interesting analytical problem.
     
    #357     Oct 9, 2002
  8. Seanote

    Seanote Guest

    Right now is a great time to go short. I'm looking at CSCO, QCOM and MERQ.
     
    #358     Oct 10, 2002
  9. Seanote

    Seanote Guest

    Intraday swing:


    Short 6K CSCO @ 9.71
    Short 5K QCOM @ 29.35
    Short 5K MERQ @ 18.87
     
    #359     Oct 10, 2002
  10. taodr

    taodr

    I have shorted QCOM but I got in too early.
     
    #360     Oct 10, 2002