Diversion

Friday, February 17, 2012

New Position: NOC

After my MSFT position was called away, I had seen the cash balance of my account get above 20 percent again.  I would like to run at a 10 percent balance for a while, even though that will be challenging for the next few weeks – I have no less than five positions likely up for assignment today as the February contracts expire!  In any case, after my screening exercise a few weeks ago I had identified NOC as a candidate; yesterday I pulled the trigger with a 100 share position.
Here are the details:
NOC

2/16/2012 Bought 100 shares at average share price $59.62 (total $5,961.75)
2/16/2012 Sold 1 NOC May 2012 62.50 at $0.94 (total $94.74)


Net Profit:

1) Options Income:  = $94.74
2) Dividend Income: Ex-date is 2/23, $50.00
3) Capital Appreciation if assigned at $35:  $271.14

Total Net Profit if Assigned and dividend collected:  $94.74 + $50 + $271.14 = $415.88
Absolute Return on Investment: ($415.88/$5,961.75) = 6.98%
Annualized Return if Assigned (90 days):  6.98%*(365/90) = 28.29%
Yesterday, the date of purchase, NOC's closing price was out of the money (OTM).

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