Month: July 2011

New Listing of Business Development Companies (BDC) for Monthly Income

Business Development Companies (BDCs) allow public shareholders access to portfolios that resemble private-equity funds.  However, BDCs are not for the faint of heart.  Most offer liquidity, income, upside potential, professional management and the opportunity to invest in some attractive areas.  But there are significant risks includinghigh fees, leverage, conflictsof interest and risky underlying investments, to name a …

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Covered Call on Invesco (IVZ)

Invesco Ltd (IVZ) is an independent global investment management company. Invesco provides a range of investment strategies and vehicles to its retail, institutional and high-net-worth clients globally. It has operations in the institutional and retail segments of the investment management industry in North America, Europe and Asia-Pacific, serving clients in 150 countries. As of December 31, …

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United Rentals (URI) – Covered Call Trade

STRATEGY:  Look at the December 22 covered call. For each 100 shares of United Rentals (URI) stock you buy, sell one December 22 covered call option for a 20.46 (24.81 – 4.35) debit or better. That’s potentially a 7.5% assigned return. The technicals for URI are bearish with a weak downward trend. The stock is under accumulation with support …

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