OIC on the Road: MoneyShow TradersExpo

Ed Modla, Executive Director, Investor Education, OCC, and colleague Mark Benzaquen, Principal, Investor Education, OCC and OIC Instructor, traveled to Las Vegas, Nevada to attend the MoneyShow TradersExpo, February 21-23 at the iconic Paris Hotel.  

MoneyShow/TradersExpo is a premier in-person event connecting industry professionals and attendees to provide timely investing and trading education, delivered by powerful experts who are best-selling authors, market analysts, portfolio managers, award-winning financial journalists, and newsletter editors. The event spans sectors including stocks, bonds, commodities, real estate, cryptocurrencies, alternative investments and more.  
 

In The Exhibit Hall

Mark and Ed set up shop in the exhibition hall at booth #605. Curious investors stopped by to learn more about OIC and asked questions on the mechanics of options. 

On Stage 

Mark gave a presentation about Stock Repair – a strategy designed to potentially recoup a portion of stock losses without additional cost or taking on additional risks.  

Looking for a copy of Mark’s presentation deck or want to learn more about the stock repair strategy, or any other options strategy? Chat with the team now or email us at [email protected].  

Frequently asked Questions:

Is there a way to break down the stock repair strategy into more easily understood components?	Absolutely. Some traders might look at the stock repair strategy as two strategies in one: namely the bull call spread and the covered call. From the bull call spread, the investor can benefit from rising share prices while the covered call can reduce the overall cost of the trade. When the two are combined, they can offer the opportunity to lower the breakeven point of the long stock position in the hopes of recouping losses at lower prices than the investor would normally realize when holding the stock outright.
What is a potential benefit of this strategy?	A benefit of the stock repair strategy vs. either of those scenarios is that the strategy aims to get back to even sooner than the “hold and hope” scenario and without additional risk or cost. While you can certainly buy more stock to average down your per share price, that requires more investing more capital into a company with falling share prices.
What is a risk of this strategy?	The primary risk in the stock repair strategy remains with the long stock itself. If share prices continue to decline, the investor still bears the risk of long stock and losses will compound.

 

Meeting Industry Peers