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112 Part II: Call Option Strategies
DEFENSIVE ACTION
Two follow-up strategies are sometimes employed by the call buyer when the under­
lying stock declines in price. Both involve spread strategies; that is, being long and
short two different calls on the same underlying stock simultaneously. Spreads are
discussed in detail in later chapters. This discussion of spreads applies only to their
use by the call buyer.
·"Rolling Down." If an option holder owns an option at a currently unreal­
ized loss, it may be possible to greatly increase the chances of making a limited
profit on a relatively small rebound in the stock price. In certain cases, the
investor may be able to implement such a strategy at little or no increase in risk.
Many call buyers have encountered a situation such as this: An XYZ October 35
call was originally bought for 3 points in hopes of a quick rise in the stock price.
However, because of downward movements in the stock- to 32, say- the call is now
at 1 ½ with October expiration nearer. If the call buyer still expects a mild rally in the
stock before expiration, he might either hold the call or possibly "average down" (buy
more calls at I½). In either case he will need a rally to nearly 38 by expiration in
order to break even. Since this would necessitate at least a 15% upward move by the
stock before expiration, it cannot be considered very likely. Instead, the buyer should
consider implementing the following strategy, which will be explained through the
use of an example.
Example: The investor is long the October 35 call at this time:
XYZ, 32;
XYZ October 35 call, 1 ½; and
XYZ October 30 call, 3.
One could sell two October 35's and, at the same time, buy one October 30 for no
additional investment before commissions. That is, the sale of 2 October 35's at $150
each would bring in $300, exactly the cost, before commissions, of buying the
October 30 call. This is the key to implementing the roll-down strategy: that one be
able to buy the lower strike call and sell two of the higher strike calls for nearly even
money.
Note that the investor is now short the call that he previously owned, the
October 35. Where he previously owned one October 35, he has now sold two of
them. He is also now long one October 30 call. Thus, his position is: