Best stock investments – Friday File: Sandstorm, Fosun, Iconix and Transenterix

Best stock investments

I have a little hodgepodge of updates and thoughts for you today about a few of the companies I own or have covered for the Irregulars… no real changes in my personal portfolio this week, though I have boosted cash reserves a bit by trading parts of a couple equity holdings for call options going about six months out, and I have been unable to resist speculating a bit on some other options. Let’s jump right in.

On that equity-for-options point, there’s a good Barron’s piece from last week that explains what the opportunity has been in some stocks that have extra-low volatility priced in to their options — the options are pricing in no change in the stock, so replacing Verizon shares with October in-the-money call options, which I did, means sacrificing a couple dividends but also provides full upside exposure and boosts my cash balance — really more of a way to be specific about my risk exposure and build cash than anything else, but sometimes making a trade with low impact like this keeps …

Posted in Friday File
Tagged Fosun International (656.HK FOSUY FOSUF), Iconix (ICON), Sandstorm Gold, TransEnterix (TRXC) |

– Best stock investments

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