by Erik Kobayashi-Solomon | Jul 19, 2017 | Research
When we looked at IBM’s pricing a few weeks ago, the covered calls were the better choice. Now, you can get a slightly better Effective Buy Price by selling puts…
by Erik Kobayashi-Solomon | Jul 19, 2017 | Research
Quarterly earnings announcements are not usually chock full of material information, but because several people have asked about IBM, we’ll do a quick rundown about how the company’s actual performance…
by Erik Kobayashi-Solomon | Jul 19, 2017 | Research
Transcript Once in a while, the market just gets it wrong – even with a big, closely-followed company. We believe the market’s missed the mark with General Electric GE. And…
by Erik Kobayashi-Solomon | Jul 13, 2017 | Research
The stock price has moved up a bit since yesterday. That’s good for our bond replacement investment, but makes entry into this levered long investment less attractive. Still this is…
by Erik Kobayashi-Solomon | Jul 12, 2017 | Research
We will have another Tear Sheet related to GE’s upside, but for now, there is a good opportunity to sell downside exposure. Loading... Taking too long? Reload document | Open in new tab Download [255.91...
by Erik Kobayashi-Solomon | Jul 11, 2017 | Research
Analysts have issued bearish reports regarding General Electric GE over the past few weeks. They offer two main complaints about the firm: Now that GE has sold off the consumer…