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320 Part Ill: Put Option Strategies
An extension of this concept of trying to avoid too much follow-up action is that
the strategist should not attempt to anticipate movement in an underlying stock. For
example, if the straddle writer has planned to take defensive action should the stock
reach 50, he should not anticipate by taking action with the stock at 48 or 49. It is
possible that the stock could retreat back down; then the writer would have taken a
defensive action that not only cost him commissions, but reduced his profit potential.
Of course, there is a little trader in everyone, and the temptation to anticipate (or to
wait too long) is always there. Unless there are very strong technical reasons for doing
so, the strategist should resist the temptation to trade, and should operate his strate­
gy according to his original plan. The ratio writer may actually have an advantage in
this respect, because he can use buy and sell stops on the underlying stock to remove
the emotion from his follow-up strategy. This technique was described in Chapter 6
on ratio call writing. Unfortunately, no such emotionless technique exists for the
straddle or strangle writer.
USING THE CREDITS
In previous chapters, it was mentioned that the sale of uncovered options does not
require any cash investment on the pait of the strategist. He may use the collateral
value of his present portfolio to finance the sale of naked options. Moreover, once he
sells the uncovered options, he can take the premium dollars that he has brought in
from the sales to buy fixed-income securities, such as Treasury bills. The same state­
ments naturally apply to the straddle writing and strangle writing strategies. However,
the strategist should not be overly obsessed with continuing to maintain a credit bal­
ance in his positions, nor should he strive to hold onto the Treasury bills at all costs. If
one's follow-up actions dictate that he must take a debit to avoid losses or that he
should sell out his Treasury bills to keep a credit, he should by all means do so.