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Josh Maher's Blog » Entries tagged with "Covered Calls"

Reporting ESPP taxes

March 19th, 2013 | 2 Comments

Tweet I know taxes are due any day now and you are wondering what the heck to do with your ESPP tax reporting. Maybe you’ve been participating in your companies ESPP for years or got started recently. Either way, an understanding of how to deal with ESPP tax reporting is important and it also highlights how great of an opportunity you have because an ESPP is available for you to participate in. If you haven’t started investing in your company ESPP – you should go read You have an ESPP now what, then learn to configure your account for selling ESPP shares, then read up on what to do with all those dividends and option premiums in your ESPP account, and finally read this article on how to report the profits … Read entire article »

Filed under: ESPP

ESPP Options – Account Configuration

January 24th, 2012 | 1 Comment

Tweet Ok, I get it. The account you have at Fidelity where your ESPP shares are dumped each quarter doesn’t allow option trading. Now you read my post on how to sell covered calls against your shares and are lost as to how to make that happen in your account. I thought about this and have been pretty hesitant to walk through the steps to make this work for everyone… If I have to walk you through how to make this happen in your account, are you really ready to start trading options? Well,. being a consultant though I guess I can’t help myself. Selling covered calls isn’t exactly putting on an Iron Condor or Butterfly option strategy. It is simply saying that you already own shares of a firm and … Read entire article »

Filed under: career, Covered Calls, ESPP, Investing, Options, Profit, stocks

You Have An Employee Stock Purchase Plan Now What?

January 16th, 2012 | 3 Comments

Tweet This seems to come up a lot in large companies and having been on the end of not knowing what to do as well as currently being on the end of having some thoughts about different strategies to manage ESPP participation, I thought I would share with everyone. I won’t say that I know everything about investing or managing an ESPP… but I definitely have been using a solid strategy that makes sense. The basic principles of the investment strategy are: Sell covered calls against the ESPP shares This puts cash in my account that I can use to invest elsewhere Ensures that if the stock is sold, it is sold for a profit higher than the 10% Collect the dividends from the shares (Assuming your company pays dividends) This provides money to be invested … Read entire article »

Filed under: career, Covered Calls, ESPP, Investing, Options, Profit, stocks

Insider Buying

January 2nd, 2012 | 1 Comment

Tweet Insider buying is a rarely understood indicator of what a stock or market is doing. This is usually due to the fact that there is so much insider buying and selling as a part of compensation plans and on behalf of management who have shares of their firm managed on their behalf. Thinking about insider buying and selling, it should be pretty obvious that if the buying and selling is directly attributed to a manager’s unscheduled decision, the actions are pretty indicative of what that manager’s views are about their business and the market that the business is operating in. This story by Mark Hulbert discusses this concept in more depth with the view that Professor Nejat Seyhun indicating that the performance is forward looking 12+ months and not shorter term. Interesting … Read entire article »

Filed under: Accounting, ESPP, Investing, Options, Profit, stocks

Charlie Rose Interviews Seth Klarman

December 1st, 2011 | Add a Comment

Tweet If you are interested in value investing, this is definitely a must watch! This is the same Seth Klarman that sells his book Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor for $800-$1200… … Read entire article »

Filed under: Covered Calls, ESPP, Investing, Profit, stocks