Friday, October 29, 2010

HRB - New Position




A new CSP position was established today on H & R Block (HRB). All prices include IB commissions.


  • Dividend Champions Status = Challenger (Deleted 09/10/10)
  • Years of Consecutive Dividend Increases = 12
  • Years of Positive Free Cash Flow (last 10 years) = 9
  • Discount to Morningstar's Fair Value Estimate = 47.37%








DateStockDescriptionTransactionStatusStock InvestmentIncome Generated
10/29/2010HRBCSP Margin UsedCSP 400 HRB @ 10.00 ($4,000.00) 
10/29/2010HRBInitial Put OptionSTO 4 Dec10 10.00 Put @ 0.45  $178.95


Position Summary





Cost Basis($4,000.00)
Income Generated$178.95
Percent Income Generated4.47%
Annualized Income Generated33.32%
Net Profit If Assigned$178.95
Percent Return If Assigned4.47%
Annualized Return If Assigned33.32%
Days Held to Expiration49 days