Monday, June 15, 2015

Upcoming Negative Results for June 19, 2015

The biggest headache I have now is dealing with a trade that has gone wrong.

$WMT is giving me a run for my money.  I opened my bull put spread 5 contracts for $75/$70 end of March 2015 when $WMT was trading at $81.32 per share.  I collected $202.08 in premiums after commission.  

In the past three months, $WMT dropped a good 12% after reporting their earnings.  Today, $WMT closed at $71.94.  This is $3.06 under my $75 short strike price.

In order for me to keep my $202.08 premiums, I need $WMT to move and stay above $75 per share.

If $WMT does not move up, I will have to close my position for a loss.  Take for example, by Friday, $WMT closes at $72/share.  My total loss would be around $3 x 5 contracts x 100 per contract = $1500. 

$1500 loss in this trade would be devastating to me.  But my exit plan is to roll this bull put spread out to a later date in hopes that $WMT will recover and bounce back to its original glory.

My worst case scenerio is I get assigned 500 shares @ $75.  So I rather close my position earlier than later.  

Couple of other smaller headaches in scale are my call for $V for $70 and my put for $PEY.TO for $34.  Both are expiring this Friday.  I am really counting on a nice bull frenzy streak that we've been getting for the past few months.

To manage my positions better, I need to take profits earlier than later.  I need to take them @ 50% capture instead of waiting for the "possible" 100% capture at the end of expiration.  I've let $WMT become a problem.  

2 comments:

  1. There's still several more days in the market for $WMT to possibly move higher. I don't think anyone could have foreseen a blue-chip large cap titan like Walmart fall so short of street consensus. Even if it stays low you're probably still up quite a lot so far this year in your options account. :)

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    1. Thanks for the words of encouragement, Liquid. When I opened my trade, I didn't check that they were reporting a month before my expiry. Error on my part, I was selling it a bit tight to get the most premium at that time.

      Most likely, I'll roll this one out further and to a naked PUT. What the future holds, I do not know but hopefully I pick the right strikes and expiry date to freedom :)

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