tag:blogger.com,1999:blog-7004453.post5039908407412807531..comments2023-09-02T19:53:06.144+05:30Comments on Understanding and applying value investing principles: A follow up on sulzerRohit Chauhanhttp://www.blogger.com/profile/00356455735241398199noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-7004453.post-81244175579810174252010-03-23T10:50:53.307+05:302010-03-23T10:50:53.307+05:30Please tell us your view of Tata Investment Corpor...Please tell us your view of Tata Investment Corporation. I personally feel its a good fundamental company. i would love to hear from you about this.<br /><br />Regards<br />MansukhMansukh. Mhttps://www.blogger.com/profile/06891971530779920562noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-77946441736722657022010-03-22T09:53:31.907+05:302010-03-22T09:53:31.907+05:30Dear Rohit,
I agree that protecting LT by covered...Dear Rohit,<br /><br />I agree that protecting LT by covered calls,is not at all possible.<br /><br />Sir,I remember you mentioned in one of your post in dec 2009 regarding inflation and interest rate hike,and those signs are already showing,what would be your future analysis on the same.please share.<br /><br />Regards<br />Anurag Awasthianuraghttps://www.blogger.com/profile/09564465145069704502noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-44218469253319050532010-03-21T06:34:12.538+05:302010-03-21T06:34:12.538+05:30hi anurag
yes, writing covered calls works when im...hi anurag<br />yes, writing covered calls works when implied volatility is high. but i would never ever write naked calls ..too much risk<br /><br />there are too many things which can go wrong. if one writes naked options, you may money 99 times and go wrong the 100th time which will kill you. the odds are not in favor of a small investor.<br /><br />i am not sure how you will protect your LT protfolio by writing covered calls ? maybe increase the returns a bit ..you could set a collar ..but that is getting too fnacy. i personally just prefer to hold and wait for the stocks reach fair value. keeping it simple helpsRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-57116001199132454832010-03-20T17:47:48.104+05:302010-03-20T17:47:48.104+05:30Dear Rohit,
Whatever little understanding of mark...Dear Rohit,<br /><br />Whatever little understanding of market I have as a trader,I found that the game is options is all about timing.and if you look at history it is always profitable to buy the options when VIX are at historic low levels and in same way writing options are profitable when VIX are at higher levels,though the caveat lies in <br />judging the direction of the wind:-))<br /><br />And broadly the pricing depends on three major factors like VIX,Time Value and EMA of that particular stock.<br /><br />Currently the VIX of Nifty is below 18,and that does not give me confidence of writing options,but if we evaluate the various macro factors,then it does make sense to protect our LT portfolio by writing covered calls.<br /><br />Regards<br />Anurag Awasthianuraghttps://www.blogger.com/profile/09564465145069704502noreply@blogger.com