The AAII Philadelphia Chapter presents...

Exit Strategies for Covered Call Writing, With a Brief Overview of Selling Cash-Secured Puts

    Discussed by:

    Alan Ellman
    President, The Blue Collar Investor Corp.

Dr. Alan Ellman will conduct a training session for people who want to write covered calls. He will address every possible scenario that might arise after entering a covered call position and how to manage each one, including stock price declines and accelerations, avoiding share assignment, capturing dividends, and gaps up and down. He will also briefly compare writing covered calls to selling cash-secured puts. Ellman will show you how reducing your losses and increasing your gains, while managing your investment positions, will bring your profits to the highest possible levels. Needless to say, anyone who either incorporates stock options in their investment program or is considering doing so absolutely should attend this meeting.

Attend This Meeting and Learn...
How to convert a losing position into a winning one
How to make even more money than a maximum gain
How to use the Ellman Calculator to assist in making management decisions

Tuesday, September 30, 2014
6:00 p.m.    Registration/Social
7:00 p.m.    Program
Montgomery County Community College Central Campus - NEW LOCATION
Science Center, Room 214
1313 Morris Road
Blue Bell, PA 19422
[ Map This Location ]
In Advance (by 9/26), AAII Member, Member's Family & Guests,
$12/person; Non-Members, $15/person
At the Door (space permitting), Everyone, $17/person
No Refunds

  Special Interest Groups (SIGs)


Computerized Investing
Chris Morris,
This group is dedicated to the art and science of technical analysis. We look at stock charts and indicators through the eyes of some of our members. The members comprise all levels of understanding, from the inexperienced to the seasoned investor. The experienced members are always willing to assist the less knowledgeable. We meet every third Saturday of each month from 10 a.m. to 2 p.m. Please email the group leader for information and directions.

Mutual Funds
John Kiernan, 215/348-8310
Meets at Bala Cynwyd Library, 131 Old Lancaster Road, Bala Cynwyd, PA, 610/664-1196, 7:00 to 9:00 p.m. on the second Tuesday of the month. This is a working group that examines mutual fund newsletters, software, member portfolios (in percentage terms), decision processes and related topics.

Options and Strategies
Geraldine DePaula, 215/233-3838
Meets at Easttown Library, just south of US 30 at 720 First Avenue in Berwyn, PA, 610/644-0138, from 7:00 to 9:00 p.m., usually on the first Tuesday of the month. (For a map, visit, then click the link: Directions:.) This SIG helps familiarize members with how options may be used in different aspects of portfolio management, including income supplementation and asset protection. It introduces the differing strategies in plain language and offers the opportunity to ask questions and share ideas with fellow AAII members.

Value Investing
Bob Bolder, 267/467-4178
Usually meets 7:00 to 9:00 p.m. on the third Tuesday of the month. This group discusses the investment merits of (usually) two stocks, using the criteria established by such well-known investors as Warren Buffett, Mario Gabelli, Benjamin Graham and Peter Lynch. Please phone Bob Bolder to learn the meeting location.

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