 | 1) Is It Ever Too Early To Start Planning For Tax Day? + Vic Wisemann’s Thoughts on WFR, ADSK, RCL, DISH, MHK, and BAS  Vic Wisemann
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Contributor | | It's mid-November and the fourth quarter is well underway. Third-quarter earnings have been coming out with mixed results and economic data is pointing to some hard times ahead. As it happens, this week I had my second meeting with my accountant to do some preliminary 2008 tax work and it got me thinking about all those poor souls who leave tax prep until April. That's right; it’s time to start thinking about taxes for 2008. I remember the shock I received early on in my investing career when the tax bill came. I had been investing a little and made some modest gains, and when I did my taxes (I pay someone for that privilege these days), I discovered that I owed my Uncle Sam a bigger piece of my profits than I thought I would. I almost said “planned” there, but that would not have been true. Back then I didn't do any real tax planning when I made investment decisions. What made it worse was that I had sold some of my losers in January, so the losses had to wait until the next tax return to help my tax bill. Read on for the strategy you can use today to lower your tax bill in April | | | Event: | Options Huddle with Investor's Observer | Date and Time: | Wednesday, November 19, 2008 11:00 am
Eastern Daylight Time | Program: | TD AMERITRADE Market Huddle
Smarter Ways To Play Dividend Paying Stocks With Covered Calls - Risks, Rewards, & Tricks of The Trade | Panelist(s) Info: | Derek Moore, TD AMERITRADE
Kevin Kersten, Investor's Observer | Duration: | 1 hour | Description: | The TD AMERITRADE Options Huddle with Investor's Observer - A summary recap of the options markets.
- The latest trends in the market from Investor's Observer's options analysts.
- Risks - The essential considerations investors need to address before making a covered call trades on dividend paying stocks.
- Rewards - How to determine potential covered call investment returns, and how long can make sense to tie up capital.
- Tricks of the Trade - 3 tricks that could help you squeeze more return out of your covered call investments on dividend paying stocks.
- Five potential stocks these strategies could work with.
- When NOT to use this strategies.
- How to use this strategy with your current dividend paying stock holdings.
- What is a roll-out and how can this strategy potentially increase returns.
- A FREE worksheet will be available for download so you can test this strategy with stock you own or on your buy list.
- Options involve risks and are not suitable for all investors.
Click here to read the Characteristics and Risks of Standardized Options booklet. Investors Observer, TD Ameritrade and its speakers are not tax specialists. These ideas are presented for educational purposes only and are not meant as personal advice of any kind. Before using any of these strategies you must review them with your tax advisor to be sure they are right for your specific situation. | For more info and to signup for this free event go to
www.iotogo.com/IOTDAmeritrade
| | |
2) Learn from the Experts |  | 3) Changing Jobs or Retiring? | |  | | Whether you're changing jobs and are trying to decide what to do with the savings in your employer-sponsored plan or you're retiring and are wondering what to do with your 401(k) after retirement, our free guide will provide you the insight you need. Get your free guide from Wachovia Securities. * See Disclaimer Below | 4) Expert Articles Recap — In Case You Missed It The First Time… | | 11/13/08 | | BigTrends.com’s Price Headley — NASDAQ, S&P and DJIA Weekly Outlook. Read Story... | 11/13/08 | | InvestorsObserver.com’s Hannah Slater — What Are the “New Grandma” Stocks? Read Story... | 11/13/08 | | MarketEdge.com’s Tom Ventresca — The MACD Boys. Read Story... | 5) Feature Articles | | This Week: Tax Traps And Opportunities – Tax Smart Investment Strategies? - What potentially unexpected tax traps can people fall into at this time of year?
- When would you not want to use tax minimizing strategies?
- What little known strategy can investors use to squeeze more returns out of their portfolios and what ten stocks may be candidates for this strategy and why?
Get this week’s feature articles by our portfolio analysts. Expect the options and hedge strategies, tactics, insights, and specific trade ideas that could give you an inside edge. This weeks articles are titled: Stocks Covered: Google (GOOG), Apple (AAPL), and 3M (MMM)
Target Returns: Up to 8.9% or 90.7% Annualized*
Downside Protection: Up to 25%
Investor Level: Beginner to Advanced
Risk Level: Low to Moderate Relative Risk 6) InvestorsKeyhole Market Information | | Get today’s breaking news and tips from a network of floor traders, company executives, experts, analysts and timely information resources. This service has had over an 89.2% success rate over the last 5 years. Stock Covered: Nokia ( NOK )
Target Return: 11.1% and 112.5% Annualized*
Downside Protection: Up to 20.9%
Investor Level: Beginner to Advanced 7) Portfolio Update Conservative Covered Call + portfolio | | We have been busy in the CCC+ Portfolio. Over the past few weeks, we have placed a handful of follow-on trades that brought in more than $5,000 in cold, hard cash. Also, expiration is this week and we have quite a few sold calls that are closing out. This service points out a series of covered call trades along with a companion series of hedged trades using the same underlying stocks requiring much less capital. These are hedged investments so returns are protected even if the stock drops in price. Get two rebates if you sign up for this service today.
Stocks Covered Recently: Kraft (KFT), Wal-Mart (WMT)
Target Returns: $2,575 or 8.5%
Investor Level: Beginner to Advanced
Risk Level: Moderate Relative Risk
8) Exclusive Special Report! “The Changing Face of the Cosmetics Industry” | | Be one of the first to read and reap from this options trade based report. Summary: With the introduction and expansion of specialty cosmetics retail stores over the past decade, department store cosmetics counters are starting to feel the pressure. In this report, we will take a look at specialty stores, focusing on ULTA and Sephora, to see what they do differently, how they’re expanding, and what gives them the upper hand in the cosmetics industry against department stores.
Stocks Covered: JC Penney (JCP), Macy’s (M), ULTA (ULTA), Estee Lauder (EL), Bare Escentuals (BARE)
Target Returns: Up to 25.0% or 128.5% Annualized
Downside Protection: Up to 20.1%
Investor Level: Beginner to Advanced
Risk Level: Moderate Relative Risk
All stocks and options shown are examples only. These are not recommendations to buy or sell any security. Any pricing or potential profitability shown does not take into account your trade size, brokerage commissions or taxes which will affect actual investment returns. Annualized returns are shown to assist in comparing investment of different durations only. Stocks and options involve risk and are not suitable for all investors and investing in options carries substantial risk. Prior to buying or selling options, a person must receive a copy of Characteristics and Risks of Standardized Options available at: http://www.optionsclearing.com/publications/risks/riskchap1.jsp. Stock recommendations and comments presented are solely those of the analysts, experts, or information source quoted. They do not represent the opinions of Investors Observer or InvestorsKeyhole on whether to buy, sell or hold shares of a particular stock or option. Investors should be cautious about any and all stock or option recommendations and should consider the source of any advice on stock or option selection. Various factors, including personal or corporate ownership, may influence or factor into an expert's stock analysis or opinion. All investors are advised to conduct their own independent research into individual stocks before making a purchase decision. In addition, investors are advised that past stock or option performance is no guarantee of future price appreciation or depreciation. Those involved with the preparation and distribution of this report may have had in the past, currently hold, or may purchase in the future stock and/or options in companies discussed in this report. It is expected that the limited distribution of this report to a relatively small number of investor will not materially affect the price of this widely held stock.
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