Sold Cash Secured Put + Investment Thesis – The Kroger Company (KR) – $21.00 strike – Sep 15 Expiration

This trade was actually executed on Wednesday 08/16/17. I didn’t get a chance to write about it until today. Please visit the core philosophies article on my investment thesis process for a deeper explanation of the components of this article. Additionally you might find my rules for trading options helpful in understanding the parameters of the trade. In… Read More Sold Cash Secured Put + Investment Thesis – The Kroger Company (KR) – $21.00 strike – Sep 15 Expiration

DGI Adventure 10-14-16 Sold Cash Secured Put + Investment Thesis (Revisited) – Whole Foods Market, Inc. (WFM) – $26.00 strike – Nov 04 Expiration

This trade was executed yesterday 10/13/16. I first did went through my investment thesis process for Whole Foods back in October of 2015 when my wife was considering shares for her Roth. Since it’s been a year, it’s probably worth revisiting the quantitative case again. I don’t think the qualitative stuff has changed too much… Read More DGI Adventure 10-14-16 Sold Cash Secured Put + Investment Thesis (Revisited) – Whole Foods Market, Inc. (WFM) – $26.00 strike – Nov 04 Expiration

DGI Adventure 09-09-16 Sold Cash Secured Put – Whole Foods Market, Inc (WFM) – $27.50 strike – Sept 30 Expiration

This trade was actually executed on Wednesday 09/07/16. I didn’t get a chance to write about it until today. I originally did a full blown investment thesis way back in  October of 2015, when my wife was considering buying shares for her Roth IRA. She ended up pulling the trigger a few weeks later. Of… Read More DGI Adventure 09-09-16 Sold Cash Secured Put – Whole Foods Market, Inc (WFM) – $27.50 strike – Sept 30 Expiration

DGI Adventure – 11-05-2015 Shares Purchased – Whole Foods Market Inc. (WFM) – $28.80/share

LOE – Limit Order Executed…sort of Recently I had outlined the investment thesis for WFM on 10-26-15. The closing price that day was $30.70/share. Unlike most investment theses, I hadn’t come up with a limit order price. The main reason I hadn’t specified a target purchase price was because this was my wife’s investment in… Read More DGI Adventure – 11-05-2015 Shares Purchased – Whole Foods Market Inc. (WFM) – $28.80/share

DGI Adventure – 10-26-2015 Investment Thesis – Whole Foods Market Inc. (WFM) – $XX.xx/share?

Dividend Cycle WFM will likely go ex-dividend sometime in mid January (1/14/16 – 1/16/16 timeframe). There’s a good chance management will announce a dividend increase from the current $0.13/share quarterly dividend. WFM is just starting to establish itself as a dividend grower. It is currently a dividend challenger on David Fish’s CCC (Champions, Contenders and… Read More DGI Adventure – 10-26-2015 Investment Thesis – Whole Foods Market Inc. (WFM) – $XX.xx/share?