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OIB Trade Alert: DHI, INTC

Our D.R. Horton (DHI) put is on track to expire worthless, allowing us to collect the maximum profit. We will likely be trading the stock again soon.

And then we have Intel (INTC). We are on track to be called out of shares after fighting our way out of this position, which we entered in late February.

I can’t recall how many times during those 11 months I was asked why we continued to roll the position rather than walking away. It’s a fair question, but if you’ve been with me for any length of time, you know I refuse to take losses when I still believe in the company’s fundamental story and when the option chains continue to throw off a good deal of cash. Both were true in the case of Intel.

So, we rolled and rolled and rolled some more. We accepted shares and sold calls. When we were called out of shares, we sold puts until we were assigned again. And so on and so forth until we are finally looking at a breakeven position.

I am very pleased with this outcome, especially since at one point we were down more than 25% on the share position.

When employing a cash and income generation strategy, it is imperative to avoid taking losses whenever possible. And you never take losses simply because a position has moved against you.

This discipline has served us well over the years, and we are now moving on from Intel.

DHI Jan Week Four (1/22) 70 Put

Current Stock Price: $76.21

Cash in Hand: $0.75

Action: Watch put expire worthless

Profit: $0.75, or $75 per contract

Rate of Return: 1.1% in four days, or 98% on an annualized basis

INTC Jan Week Four (1/22) 52.50 Call

Current Stock Price: $57.09

Cost Basis: $52.40 (Note: The cost basis incorrectly listed as $52.50 in the previous alert.)

Action: Allow shares to be called away

Profit: $0.10, or $10 per 100 shares

Rate of Return: 0.2% in 334 days, or 0.2% on an annualized basis

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