Friday, October 23, 2009

Strategy: Stock up on LEAP Calls for the recovery

Main idea:
Buy undervalued assets

Strategy:
- Use account as collateral for selling near-term, expensive OTM PUTs for good underlying stocks
- Use the premium obtained to buy, over time, cheap 2012 OTM LEAP CALLs
- Underlying for LEAP calls must be a solid company (e.g. GE, INTC, HON, C) and consistent with an underlying mega-trend
- Use Stop-loss strategy to dump losing positions at minimal loss
- How to select: highest confidence level that it will rise + largest 3-month gain

Mega-trends:
- Secular economic recovery
- Mobile web / smartphone
- Health information, wellness, fitness, weight loss, chronic conditions
- Large-scale epidemics
- Declining dollar

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