Covered Call Analyzer CONSERVATIVE "STOCKS-TO-CONSIDER"
for March, 2004
|
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. |
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| 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. |
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|
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. |
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| 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. |
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| 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. |
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|
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. |
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|
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. |
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|
Digital River, Inc. |
DRIV | $20.85 | 400 | $8,360 | DQIDX | $0.55 | $200 | 22.5 | 10% | +$840 | +10% |
| Comments: |
Called. |
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|
O2Micro Int'l |
OIIM | $14.10 | 700 | $9,890 | XQQDC | $0.55 | $365 | 15 | 10% | +$975 | +10% |
| Comments: |
Called. |
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|
ITT Edu.Service |
$28.67 | 300 | $8,621 | ESIDF | $1.50 | $430 | 30 | 9% | +$809 | +9% | |
| Comments: |
Called. |
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|
All positions closed out with value up +$2,052. |
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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.