Covered Call Analyzer Conservative "STOCKS-TO-CONSIDER"     

  for March, 2004                                                                                    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*
Sandisk Corporation SNDK $25.98 300 $7,814 SWQDK $0.50 $130 30 16% ($1,097) -14%
Comments:

Not called. Sold May30 at 0.55. Not called. Sold Jun30 at 0.25. Exercised get-out price at $21.37 after buying back calls at 0.16.
J2 Global Comm. JCOM $20.15 400 $8,080 JQFDX $0.60 $220 22.5 14% +$1,720 +21%
Comments:

Not called. Sold May22.5 at 1.50. Called. 

Adtran Inc.

ADTN

$31.35

300

$9,425

RQADG

$0.85

$235

35

13%

($1,031)

-11%

Comments:

Not called. Sold all shares at $28.13 to close out position.
Eresearch Tech. ERES $27.22 300 $8,186 UDBDF $0.80 $220 30 12% +$1,554 +19%
Comments:

Not called. Sold May30 at 2.10. Called.
Continental Airlines CAL $11.64 800 $9,332 CALDV $0.45 $340 12.5 10% ($460) -5%
Comments:

Not called. Sold May12.5 at 0.65. Exercised get-out price at $9.89 after buying back calls at 0.15.

ESS Tech, Inc.

ESST

$13.76 700 $9,652 SEQDC $0.30 $190 15 10% ($1,054) -11%
Comments:

Not called. Sold May15 at 0.50. Exercised get-out price at $11.70 after buying back calls at 0.16.

King Pharm.

KG

 $16.02

600

 $9,632

KGDW

$0.30

$140

17.5

10%

 ($996) -10%
Comments:

Not called. Sold May17.5 at 0.65. Exercised get-out price at $13.62 after buying back calls at 0.11.

Digital River, Inc.

 DRIV $20.85 400 $8,360 DQIDX $0.55 $200 22.5 10% +$840 +10%
Comments:

Called.

O2Micro Int'l

 OIIM $14.10 700 $9,890 XQQDC $0.55 $365 15 10% +$975 +10%
Comments:

Called.

ITT Edu.Service

ESI

 $28.67 300 $8,621 ESIDF $1.50 $430 30 9% +$809 +9%
Comments:

Called.

All positions closed out with value up +$2,052.

*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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