Options Trade

New Options Trade: Chesapeake Bankruptcy Ripples High Income Opportunities

After surviving a near-bankruptcy experience in 2015-16, many investors didn’t expect Chesapeake Energy to file Chapter 11 as it just recently announced. And it’s not Chesapeake shares that we are interested in, but rather the shares of a midstream provider that derives 6% of its revenues from Chesapeake. Volatility has spiked, and fear has already caused the shares to sell off a little farther than they should have, in our view. As a result, this attractive high-income options trade opportunity has emerged. We believe this is an attractive trade to place today and potentially over the next few days, as long as the underlying stock price doesn’t move too dramatically before then.

Spirit Realty: High Income Options Trade, Preferred Shares and Common Stock

Spirit Realty Capital (SRC) is a leading self-managed net-lease REIT that owns single-tenant commercial (mostly retail) real estate properties across the US. Investor sentiment turned sharply negative in February due to the Covid-19 outbreak, but the shares have experienced a marginal recovery in recent weeks. In this report, we consider the common shares, the preferred shares and the relative attractiveness of generating upfront income by selling out-of-the-money put options for investors fearing a second wave coronavirus sell off. In particular, we consider the business, Covid-19 impacts, ability to meet financial obligations, dividend and income prospects and finally conclude with our views on investing.

New Options Trade: Mortgage REIT Fear Creates High Income Opportunity

As market fear (as measured by the VIX) has been rising again (as fear of a big second wave of coronavirus rises), so too has the upfront premium income in the options market been rising, particularly for mortgage REITs. This report shares a compelling option trade that generates high upfront income and gives you the chance of owing shares of an outstanding mortgage REIT with attractive agency-backed MBS at a compelling lower price. We believe this is an attractive trade to place today and potentially tomorrow, as long as the underlying stock price doesn’t move too dramatically before then.

New Options Trade: Fear Creates High Income REIT Opportunity

As the market fear index (VIX) has been rising again, so too has the upfront premium income in the options market, particularly for property REITs. This particular report shares a compelling option trade that generates high upfront income and gives you the chance of owing shares of an outstanding blue chip property REIT at a compelling lower price. We believe this is an attractive trade to place today and potentially over the next several trading sessions, as long as the underlying stock price doesn’t move too dramatically before then.

New Options Trade: 2nd Wave Fear, Creates High Upfront Income Opportunity

As market narratives continue to focus on “second wave” coronavirus risks, stocks are selling off hard. We’d been enjoying a strengthening rebound up until last week, and this week is starting off down again. However, some businesses will be impacted less than others. This report shares an attractive upfront income-generating options trade on a business that will weather the storm thanks to its critical nature, strong cash position, long-term leases and the fact that it may benefit as many of its peers struggle. We believe this is an attractive trade to place today and potentially over the next several trading sessions, as long as the underlying stock price doesn’t move too dramatically before then.

New Options Trade: Very High Upfront Income, Another Bite at this BDC Apple

Some investors believe the market has rallied back too far, too quickly, and that we’re due for another significant pullback. And now with share prices starting to trade lower in recent sessions, fear is creeping back into investors’ minds. It is this fear and volatility that can increase the upfront premium income available in the options market, and give investors another chance to pick up attractive shares at lower prices. This report shares an income-generating options trade on a highly attractive long-term BDC investment. We believe it’s an attractive trade to place today potentially over the next few trading sessions, as long as the underlying stock price doesn’t move too dramatically before then.

New Options Trade: Upfront Income, Frothy "Forever Stock"

There are certain blue chip stocks that are basic staples in many investors’ portfolios. These are often safe dividend payers that can be trusted to earn income (and pay dividends) throughout the market’s ups and downs. However, from time-to-time, these stocks can get a bit frothy, and the near-term upside can seem limited. This is our view on the stock covered in this report, and we are sharing an options trade that generates upfront income and adds discipline to your sell decisions. We current own these shares, and we believe this is an attractive trade to place today (and potentially over the next few trading days) as long as the price doesn’t move too dramatically before then.

New Options Trade: High Upfront Income, Property REIT Fear

The coronavirus has created major challenges for some sectors more than others, and property REITs have been hit hard. Uncertainty has lead to fear, dramatically lower market prices, and high upfront premium income available in the options market. This report shares an attractive options trade on a compelling big-dividend REIT. We believe the this is an attractive trade to place today, and into early next week, so long as the underlying stock price doesn’t move dramatically before then.

New Options Trade: High Upfront Income from International Trade Uncertainty

A lot of people believe the market is due for another leg down in the short-term. We acknowledge that risk is on the table, but no one can predict short-term market moves (if they tell you they can—just know they cannot). However, if you like generating big upfront income, that also gives you a chance to own an attractive big-dividend business at an even lower price, then you may want to consider this trade. We believe the trade highlighted in this article is an attractive one to place today, and potentially over the next few days, so long as the underlying stock price doesn’t move dramatically before then.

New Options Trade: High Upfront Income, Proactive Dividend Deferment, Saratoga Investment Corp

We are sharing a new options trade that generates high upfront premium income. Business Development Company (“BDC”) Saratoga Investment Corp (SAR) (they provide financing to small middle-market companies) was recently firing on all cylinders, but has decided to proactively defer dividend payments to shareholders as a result of the coronavirus. We believe the trade highlighted in this article is an attractive one to place today, and potentially over the next few days, so long as the underlying stock price doesn’t move dramatically before then.

In the Face of Panic: Selling Income-Generating Put Options, Phillips 66 Edition

Trying to call a bottom to the current energy and coronavirus-driven market sell off is a fool’s errand. No body knows. It could end soon or it could be long and drawn out. However, it’s okay to be a bit opportunistic during the current market sell off, so long as it is consistent with your long-term investment goals (e.g. “be greedy when others are fearful,” and “buy when there is blood in the streets.”). One such opportunistic strategy that’s become particularly attractive now, is selling out-of-the-money income-generating put options on stocks you’d like to own for the long-term. This article shares one such example, Phillips 66 (PSX).

New Options Trade:High Upfront Income, Oversold Large Cap Integrated Energy

This large cap energy stock has been hit from all angles, ranging from low oil prices, to fossil fuel campaign divestment selling pressures, and now a threat of decreased short-term demand from coronavirus impacts. However, it still generates a ton of cash flow, it has a lower break even cost than many peers, and long-term demand simply is not going away (much to the chagrin of many ESG investors). What we’re left with is a big safe dividends, and very high upfront income in the options market courtesy of the recent bout of heightened fear and volatility. We believe the trade highlighted in this article is an attractive one to place today, and into early next week, so long as the underlying stock price doesn’t move dramatically before then.

New Options Trade: Battleground Retail REIT, Attractive Upfront Income

There’s usually at least some truth to every fear mongering media narrative, and the talking heads and short sellers have not been kind to retail REITs, as growing e-commerce continues to dramatically change the industry landscape. Yesterday we received news confirming that Simon Property Group (SPG) intends to acquire its smaller “A-Class” property REIT peer Taubman Centers (TCO), and shares of TCO shot up dramatically. There remains heightened uncertainty and volatility in this space, and it is making for an interesting, high-upfront-premium, income-generating options trade opportunity. We believe this is an attractive trade to place today, and potentially tomorrow as long as the share price doesn’t move too dramatically before then.

New Options Trade: Very High Upfront Income, Cyclical LNG Shipping Industry

Shares of this LNG shipping company have gotten crushed in recent weeks due to cyclicality of the business, uncertainty about new International Maritime Organization (“IMO”) Environmental Regulations, and an analyst warning about the risk of a distribution reduction. However, there are reasons to believe the market has dramatically overreacted and the dividend will still be very large and attractive (even after any speculated reduction). Rather than buying the shares outright, the premium income available in the options market is enormous and attractive.

New Options Trade: Big Upfront Income, Big-Dividend Blue Chip, Shortsighted Fear

People are afraid of what they don’t know, and even though this company is a well-proven large-cap blue chip, investors are unsure of it because it recently separated into a standalone company from another large cap blue chip. And because of this uncertainty, combined with near-term pricing pressures, investors are afraid. And we like that because it’s creating an attractive income opportunity in a big-dividend blue chip company with lots of cash that it is using to support the dividend, buyback shares and support the ongoing long-term success of the business. We believe this is an attractive trade to place today, and potentially over the next few trading days as long as the share price doesn’t move too dramatically before then.

New Options Trade: Fear-Driven High-Income Opportunity, Big-Dividend REIT, Debunk the WSJ

The market has had a love-hate relationship with this big-dividend REIT in 2019, and recently hate has taken the lead, as the shares have sold off. And yet another negative headline this weekend from the WSJ is adding to uncertainty and volatility, thereby making this attractive income-generating options trade even more compelling, in our view. We believe this is an attractive trade to place today, and potentially over the rest of this holiday week as long as the share price doesn’t move too dramatically before then.

New Options Trade: High Income from the Indiscriminate REIT Sell Off

We are sharing an attractive high-income-generating options trade on a compelling oversold big-dividend REIT. Our thesis is basically that big-dividend REITs in general are oversold as a result of near-term market noise. With the phase 1 US-China trade deal in place and the economy strong, investors are shedding “safety assets” like REITs, and buying “risky assets” like growth stocks. It’s still a fantastic environment for REITs with interest rates low (and the economy strong), and good REITs are being thrown out with the bathwater. We believe this is an attractive trade to place today, and potentially over the next few days as long as the share price doesn’t move too dramatically before then.

New Options Trade: Very High Income and Growth, Following Sell Off

Concentrating all of your nest egg in a narrow range of investment types can result in unnecessary risks. As such, we like to share income generating opportunities from a range of strategies. The option trade we share today generates a huge amount of upfront income and is based on an “Income via Growth” stock. The shares are very attractive over the long-term, but they just sold off thereby making this trade timely and compelling.

New Options Trade: Royal Dutch Shell, Attractive High Income

Royal Dutch Shell (RDS.B) is an integrated oil & gas company that offers a very safe dividend. The yield is currently a larger-than-normal 6.5% because the share price has underperformed the strong fundamentals of the business. The share price was down again last week (and it was down the whole month of November while the overall market sailed higher). This article describes an attractive income-generating options trade on Royal Dutch Shell that we believe is compelling to place today (and potentially over the next few days) as long at the price of RDS doesn’t move too dramatically before then.

New Options Trade: Healthpeak Properties, Attractive High Income

We are sharing an attractive income-generating options trade that exists because of current market conditions. Healthpeak Properties (PEAK) is a healthcare REIT (formerly known as HCP) that is wisely and proactively taking steps to reduce its exposure to troubled senior housing through its new joint venture and focus on private pay. The shares sold off in the last month due to the uncertainty of the new joint venture announcement (as well as the Fed’s interest rate messaging change), which has created a very attractive opportunity. We believe this is an attractive high-income trade to place today, and potentially over the next few days, as long as the share price doesn’t move too dramatically before then.