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Case
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Reference no. 9A99N009
Published by: Ivey Publishing
Originally published in: 1999
Version: 2000-04-25
Length: 7 pages
Data source: Generalised experience

Abstract

An investment advisor for National Securities Inc was preparing to meet with a client. Based on the advisor''s recommendation, the client had previously added an auto parts company to his portfolio of stock investments. Now, as he became more sophisticated, the client wanted to understand the potential benefits and risks of trading call options and put options. This case is the third in a series of three cases that focus on a variety of stock investment decisions. (See ''9A99N006'' and ''9A99N007''.)

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Abstract

An investment advisor for National Securities Inc was preparing to meet with a client. Based on the advisor''s recommendation, the client had previously added an auto parts company to his portfolio of stock investments. Now, as he became more sophisticated, the client wanted to understand the potential benefits and risks of trading call options and put options. This case is the third in a series of three cases that focus on a variety of stock investment decisions. (See ''9A99N006'' and ''9A99N007''.)

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