lnofeisone

SAVE is an interesting one. I sold a decent amount of 15 puts expiring in Oct (I expect these to expire worthless) and November. I hedged by buying Dec 10 puts. At this point, I don't think there will be a the verdict by 3rd week in November OR we get a deal. In Either case, I expect Nov 15 puts also to expire worthless.

https://www.bloomberg.com/news/articles/2023-10-16/american-work-from-home-rates-drop-to-lowest-since-the-pandemic#xj4y7vzkg

I looked at Bank of Ireland but the talk of windfall tax is a turn off.

Same. Sold some puts and bought some calls.

Yeah, not great. I usually start looking at this list around the end of November for any possible candidates for rallies. I feel there will be lots of tax selling in these.

Just be mindful that some of these have leverage and leverage works both ways.

I think "dividend growth investor apes" are selling aggressively today. I put a stink bid for NEE@30. Why not.

Are there any names you are tracking that pay 7-8% yields? I periodically scan preferreds here and only seeing a handful that are in the 7-8% and most of them look meh (much smaller with OK BS) compared to MTB, TFC, etc. of the bankworld.

I agree 100%. Renewable game right now is very locale-specific on the financing side. The question then becomes, at what price does NEE become attractive.

That's fair. I saw the sell off and it got me curious. I invest into renewables directly and NEE getting cheaper is a good way to diversify a tad.

What's your thinking here, specifically around NEE/NEP vs. BIP?

Helpful! I remember Washington REIT. I'll start some thinking here.

This is a net new name for me. Anywhere you'd recommend to start reading up on this one (specifically the mgt). Assets I can somewhat ballpark.

Yeah, entering these is a pain and I usually do it via verticals. I've had 95 put for a bit now, no assignment yet.

ATVI options are weirdly priced. Take a look at 92.5/95 box. No risk and the same pay off as the 90s you are trading.

Sold a bunch of MSGE puts.

This gets clunky. Losses on your investments are first offset by the gains of the same type (so short-term to short-term and long-term to long-term). After that net losses are deducted against the opposite gain. If you have a long-term loss and want to manage your tax position, you are better off selling short-term gainers (i think you call this high tax basis). This assumes that you have no long-term gainers that you sold. You can sell a short-term gainer and buy it for 1 penny higher and you are clear of wash rules.

i sold some puts here. For the size of the charge I hope management takes one and addresses all issues.

Sold OSTK puts and bought OSTK calls.

Sold enough JXN shares on the pop to cover cost basis and then some. Holding on to house shares.

Bought some 2025 SAVE 25/30 verticals.

We have a 2 year old and my wife is absolutely against sleep training. We've had maybe 1 or 2 full nights of sleep for the little one. He's currently started doing 4am wake ups and wanting to play with his toys for an hour and then go back to bed. Not a great situation because 4-6am is when I get to peloton and get myself oriented for the day. It's not great. Hang in there @stahleyp!

well then let's close it up.

Same.

@Castanza - that's the position I am taking. Sold OCT 80 Puts for $1.10 and sold 92.5Calls for $2.25. If it closes, I lose $0.25 on the call but keep $0.85 on the put. If it doesn't close, I have decent buffer and would have cost basis of around $77.