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Cl,apter 17: Put Buying in Conjunction with Common Stock Ownership 273
The long-term holder who strongly feels that his stock will drop should proba­
bly sell that stock. However, his cost basis may make the capital gains tax on the sale
prohibitive. He also may not be entirely sure that the stock will decline - and may
want to continue to hold the stock in case it does go up. In either case, the purchase
of a put will limit the stockholder's downside risk while still allowing room for upside
appreciation. A large number of individual and institutional investors have holdings
that they might find difficult to sell for one reason or another. The purchase of a low­
cost put can often reduce the negative effects of a bear market on their holdings.
The second general class of put buyers for protection includes the investor who
is establishing a position in the stock. He might want to buy a put at the same time
that he buys the stock, thereby creating a position with profitability as depicted in the
previous profit graph. He immediately starts out with a position that has limited
downside risk with large potential profits if the stock moves up. In this way, he can
feel free to hold the stock during the life of the put without worrying about when to
sell it if it should experience a temporary setback. Some fairly aggressive stock traders
use this technique because it eliminates the necessity of having to place a stop loss
order on the stock. It is often frustrating to see a stock fall and touch off one's stop
loss limit order, only to subsequently rise in price.' The stock owner who has a put for
protection need not overreact to a downward move. He can afford to sit back and
wait during the life of the put, since he has built-in protection.
WHICH PUT TO BUY
The selection of which put the stock owner purchases will determine how much of
his profit potential he is giving up and how much risk he is limiting. An out-of-the­
money put will cost very little. Therefore, it will be less of a hindrance on profit
potential if the underlying stock rises in price. Unfortunately, the put's protective fea­
ture is small until the stock falls to the striking price of the put. Therefore, the pur­
chase of the out-ofthe-rrwney put will not provide as much downside protection as
an at- or in-the-money put would. The purchase of a deeply out-of-the-money put as
protection is more like "disaster insurance": It will prevent a stock owner from expe­
riencing a disaster in terms of a downside loss during the life of the put, but will not
provide much protection in the case of a limited stock decline.
Example: XYZ is at 40 and the October 35 put is selling for ½. The purchase of this
put as protection for the common stock would not reduce upside potential much at
all, only by ½ point. However, the stock owner could lose 5½ points if XYZ fell to 35
or below. That is his maximum possible loss, for if XYZ were below 35 at October expi­
ration, he could exercise his put to sell the stock at 35, losing 5 points on the stock, and
he would have paid ½ point for the put, bringing his total loss to 5½ points.