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Posted

Just bought a slug of the Oxy warrants at 36.75. Might write some calls against some of the position, but I’m short on oil exposure in the portfolio anyway, the leverage is very cheap, and Buffett might well keep buying around this price to put a floor on it. 

Posted

what is the difference between fih.u and ffxdf? I've been trying to figure out off and on for a bit but the best I can find is the difference in exchanges...fih.u is the toronto exchange and ffxdf is the OTC... 

 

Is there no difference in the underlying other than liquidity, correct?

Posted (edited)
1 hour ago, RedLion said:

Just bought a slug of the Oxy warrants at 36.75. Might write some calls against some of the position, but I’m short on oil exposure in the portfolio anyway, the leverage is very cheap, and Buffett might well keep buying around this price to put a floor on it. 

 

 

Given you have to pay short-term capital gains on expired calls regardless of duration, wonder if writing calls is worth it for giving up the opportunity for bigger gains.

Edited by LearningMachine
Posted
32 minutes ago, Eng12345 said:

what is the difference between fih.u and ffxdf? I've been trying to figure out off and on for a bit but the best I can find is the difference in exchanges...fih.u is the toronto exchange and ffxdf is the OTC... 

 

Is there no difference in the underlying other than liquidity, correct?

No difference really, but the FFXDF is less liquid because it's a small cap Canadian company trading on a US exchange.  Sometimes I don't see a resting bid/ask at all on FFXDF so make sure you put a limit order, not a market order.

 

Some US brokerages won't let you trade on the foreign exchanges. At my brokerage I have to buy FFXDF, not FIH but because it's not very liquid it makes me do two-factor authorization and I have to do it as a limit order. 

Posted
30 minutes ago, LearningMachine said:

 

 

Given you have to pay short-term capital gains on expired calls regardless of duration, wonder if writing calls is worth it for giving up the opportunity for bigger gains.

Agreed. I’m going to be looking for longer expiry options for this reason if I write options against more of the position. 

Posted
5 hours ago, Saluki said:

No difference really, but the FFXDF is less liquid because it's a small cap Canadian company trading on a US exchange.  Sometimes I don't see a resting bid/ask at all on FFXDF so make sure you put a limit order, not a market order.

 

Some US brokerages won't let you trade on the foreign exchanges. At my brokerage I have to buy FFXDF, not FIH but because it's not very liquid it makes me do two-factor authorization and I have to do it as a limit order. 

Thank you. That is what I thought but wasn't sure. My brokerage only offers FFXDF. 

Posted (edited)

LUNRW 

The stock is around $100 atm while the warrants are at a dollar. The spac has just merged. 

I repeat, the stock is sitting around $100 while the warrants are at $1.00

 

What am I missing here?

 

From what I've read, redemption is possible within 60 days for the warrants at $11.50. This is basically a bet the stock will stay higher than that price by the time redemption comes around. I think the stock will definitely come down but should still be above $10.00. Parabolic rises don't deflate that quickly imo.

Edited by stockman500
Posted (edited)

Opened new positions in PM, MO, and BTI in my 401k with employer contribution that just hit my account. Also added to my CLPR position at 6.75 in the 401k. 
 

I have room to add a lot to these tobacco names if prices fall, but I’m trying to move yieldcos into my retirement accounts, been waiting to add tobacco until I got funds in tax advantaged accounts. 

 

 

Also began a starter position in Trisura in taxable acct. 

Edited by RedLion
Posted

A little more OXY and TV on the dip.  I still like SWBI at this price, but I have as much as I'm comfortable owning (it would be higher but gun companies, like tobacco, don't make sympathetic defendants and civil suits are always a looming threat that is not quantifiable). 

Posted (edited)
12 hours ago, RedLion said:

Sold June 2024 calls against half my OXY/WS with strike prices at $70 and $85. 

 

@RedLion, you probably know this already, but it was a surprise for me to learn: even if call options are longer than one year, upon expiry, the amount you sold them for is subject to short term capital gains.

Edited by LearningMachine
Posted
10 hours ago, LearningMachine said:

 

@RedLion, you probably know this already, but it was a surprise for me to learn: even if call options are longer than one year, upon expiry, the amount you sold them for is subject to short term capital gains.

I didn’t know this! isn’t it different for put options? I could swear I’ve gotten lt gains before. Thank you!

Posted
On 2/24/2023 at 9:12 AM, RedLion said:

I didn’t know this! isn’t it different for put options? I could swear I’ve gotten lt gains before. Thank you!

 

Options writing are short sales, and short sales are always short-term, no matter whether they are puts, calls, or direct short sales of stock. It also doesn't matter if you close the position early, if it gets assigned, or if it expires worthless. For tax purposes the day any of those happen is considered the day you acquired the position for tax purposes. Even if you closed a short position you had for 10 years it would still show on your tax form that it was acquired and closed on the same day.

 

Short puts that get assigned leaves you with stock, but your holding period starts of the day it was assigned and not on the day you originally sold the put, so you have to wait a full year after that to get LTCG treatment.

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