Covered Call Analyzer Conservative "STOCKS-TO-CONSIDER"     

  for August, 2003                                                                                     Close Window

Company Name

Stock Symbol

Stock Price

# of shares

Total Cost*

 Option Symbol

 Sep Option Price

Income from sale*

Strike Price

Projected return if Called after one month*

Actual 

return*

Actual 

Return*

Apogee Enterprises, Inc. APOG $10.35 900 $9,335 EQGIV $0.90 $790 12.5 28% +$1,895 +20%
Comments:

We did not have the proper symbol for the option. It should have been QJAIV which did not have a bid price of 0.90. Therefore the contracts were not sold but the shares were held to expiration and sold at $12.70 for a nice profit.

Boston Comm. Group BCGI $11.75 800 $9,420 QBGIV $0.80 $620 12.5 12% ($692) -7%
Comments:

Not called. Sold Oct12.5 at 0.50. Exercised get-out price at $9.98 after buying back calls at 0.32. 

NVIDIA Corp.

NVDA

$16.13

600

$9,698

UVAIW

$0.60

$340

17.5

11%

+$1,142

+11%

Comments:

Called.

Toy's "R" Us, Inc. TOY $11.83 800 $9,484 TOYIV $0.30 $220 12.5 8% +$736 +8%
Comments:

Called.

Tenet Healthcare THC $14.19 700 $9,953 THCIC $0.35 $225 15 8% +$772 +8%
Comments:

Called.

MedImmune, Inc.

MEDI

$35.57 200 $7,134 MEQIU $1.00 $180 37.5 8% ($782) -11%
Comments:

Not called. Sold Oct37.5 at 0.95. Exercised get-out price at $30.23 after buying back calls at 0.22.

UNUM Corp.

UNM

$14.24 700 $9,988 UNMIC $0.35 $225 15 7% +$737 +7%
Comments:

Called.

Take-Two Interactive

TTWO $26.53 300 $7,979 TUOIY $1.10 $310 27.5 7% +$581 +7%
Comments:

Called.

Pre-Paid Legal Svs.

PPD $21.48 400 $8,612 PPDIX $0.60 $220 22.5 7% +$608 +7%
Comments:

Called.

BJ Services Company

BJS

$36.00 200 $7,220 BJSIU $0.95 $170 37.5 6% ($196) -3%
Comments:

Not called. Sold all shares at $34.17 to close out position. 

All positions closed out with portfolio value up +$4,802.

*After the effect of all commissions.

The stocks listed above are for illustrative and educational purposes only and should not be construed as an endorsement, recommendation, or solicitation to buy or sell any particular security.

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