somrh’s Activity

Sat Apr 5

Blog Comment

somrh commented on awallejr's blog post. 9:22 AM

End the Gravy Train for CEOs

+1

Regarding BOD, why should anyone be allowed to serve on the BOD for two or more public corporations to begin with? Many of those BOD gigs actually give them at least middle class incomes (or more, see

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Wed Apr 2

Blog Comment

somrh commented on awallejr's blog post. 4:32 PM

Rigged game or no?

And I share elcid24's view in that it doesn't overly concern me. It does modestly increase transaction costs. It's going to start to matter more when you're dealing with big buyers like hedge funds, mutual funds and the like. Am I

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Sat Mar 22

Blog Comment

somrh commented on JaysRage's blog post. 7:13 PM

The importance of Velocity in Covered Calls in a Dividend Portfolio

The June 60's have a bid/ask of 0.15/0.25. So technically they're a tad higher.

Yes, the 2 month option should be worth less than the 3 month, all else being equal. I assumed price

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Blog Comment

somrh commented on JaysRage's blog post. 3:38 AM

The importance of Velocity in Covered Calls in a Dividend Portfolio

One last comment.

There's some interesting studies regarding the "implied volatility term structure".  I linked to them in this

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Blog Comment

somrh commented on JaysRage's blog post. 3:33 AM

The importance of Velocity in Covered Calls in a Dividend Portfolio

Oops posted wrong image. That's 1 year table... :)

Blog Comment

somrh commented on JaysRage's blog post. 3:32 AM

The importance of Velocity in Covered Calls in a Dividend Portfolio

@JayRage

A few comments (and FWIW, I reworked my table (x2) using your scenario; I can post those later if you'd like).

1) KRFT April $60 strikes aren't

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Fri Mar 21

Blog Comment

somrh commented on JaysRage's blog post. 2:55 PM

I finally "get" conservative dividend investing

@JayRage

1) In your OP you assumed 3-4% dividend yield and 5% earnings growth. I'm not sure if those are realistic assumptions, but given those assumptions, your initial judgement of 8% returns would be more

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Thu Mar 20

Blog Comment

somrh commented on JaysRage's blog post. 4:57 PM

I finally "get" conservative dividend investing

@JaysRage

While I agree dividend stocks can be a good strategy, I concur with @Mega that the expectations seem a bit high.

1) You're implicitly using the Gordon Growth model which can give

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Sat Feb 8

Blog Comment

somrh commented on ikkyu2's blog post. 3:58 PM

Long dated options after acquisition/bankruptcy?

Yeah, it can be different between situations. But most similar situations are handled in the same way.

Here's their

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Thu Feb 6

Blog Comment

somrh commented on ikkyu2's blog post. 5:03 PM

Long dated options after acquisition/bankruptcy?

OCC? CBOE? One of those....

Here's the Sara Lee report they released

So if you're in that

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Blog Comment

somrh commented on ikkyu2's blog post. 4:57 PM

Long dated options after acquisition/bankruptcy?

I guess to add to what Mega said, I'm assuming the question is how does OCC handle exercises. Yes?

Whenever there's a special situation, they release a report detailing what option holders will receive in the

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Thu Jan 30

Caps Pick

somrh made a pick in CAPS. 5:49 PM

Digital Realty Trust, Inc. (DLR) will Outperform the S&P 500

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