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List of Videos
2011
 
July 11, 2011
Straddles and Strangles
The purchase of a call and a put option simultaneously on the same underlying security allows the investor to take advantage of a volatile move in share price in either direction. Learn what market conditions favour these strategies and which strike prices and expiration months are most effective for these strategies.
July 11, 2011
The Collar Strategy
The collar is a neutral to bullish strategy in which the investor owns the underlying security and integrates protective puts and covered calls to meet specific objectives. This video will show you the rationale behind this combination and how to implement it effectively to secure profits, mitigate market volatility and define the risk and reward of your investments.
July 11, 2011
Calendar Spreads
Calendar spreads involve combining options with the same strike prices but different expiries. The philosophy behind calendar spreads is that time erosion will have a greater impact on the value of the near-term option than it will for the far-term option—allowing to profit if this happens. This video will show you how to implement this strategy depending on your objectives.
In this video, you will see how using bear spread strategies allows you to collect premium revenue as an option writer while reducing risks (bear call spread). You will also learn how you can profit from your bearish views while spending less than for the simple purchase of a put (bear put spread).
This video will show you how to implement bullish spreads using calls and puts. Learn how a bullish call spread (combining the purchase and the sale of call options) can help you take advantage of a rise in an underlying stock to a certain degree while limiting the maximum loss. Similar to the bull call spread, you will also learn about the bullish put spread (combining the purchase and the sale of put options) to generate income.
July 11, 2011
Defining Option Spreads
Spread trading is very useful as a limited risk strategy. It involves combining two options with different strikes or expirations. While this basic definition is quite simple, constructing a spread can get complicated. This video will teach you what option spreads are and when they should be used, depending on whether you are bullish, bearish or neutral.
Recording of the 2011 Options Education Day event in Calgary.

Includes:
- Options Fundamentals
- Developing a Trading Strategy
- Advanced Option Strategies for Active Investors
- Currency Option Strategies
- Volatility: Let's Get Ready to Rumble!
- Introduction to the Canadian Futures Market
This video first defines the concept of arbitrage. Concrete examples are used to show how investors can first identify an arbitrage opportunity and how they can establish a position in order to profit from the arbitrage opportunity using SXM futures.
This video will teach you how SXM futures contracts can be used to trade your directional views on the S&P/TSX 60™ Index. Jason will compare the SXM futures with an index tracking ETF through bullish and bearish examples. A brief overview of the advantages of the SXM futures is also provided.
This video presents the use of SXM futures contracts as a way for investors to protect their portfolio when in fear of a market downturn. The concept of beta is introduced and you will learn how it can be used to determine the appropriate number of futures contracts to use when putting in place a hedge. Portfolio hedging examples are also provided to show you how to implement the strategy in your portfolio.
This video offers an introduction to the futures market and SXM mini futures contracts. It covers the main characteristics of the contract including its multiplier, the minimum price fluctuations, trading hours, expiration months and settlement procedure. An overview of the S&P/TSX 60™ Index and its importance for Canadian investors is also explored.
Recording of the 2011 Options Education Day event in Toronto.

Includes:
- Introduction to Options Trading
- Repair and Exit Strategies
- Enhancing Yield Using Options
- Technical Analysis for Options Trading
- Volatility: Let's Get Ready to Rumble!
- Introduction to the Canadian Futures Market
2010
 
See how USX options can be used by importers and exporters to hedge the currency risk associated with transacting in US dollars. This video will show you how a decrease or increase in the US dollar can affect the value of the payment to be made or received using various examples.
Learn how USX options can be used to hedge the currency risk associated with a US dollar portfolio. This video will show you how a decrease or increase in the US dollar can affect the portfolio value using various examples.
This video introduces you to the use of basic options strategies to trade a directional bias on currency movements. You will be presented examples using a bullish and a bearish outlook with the risk reward profile of each strategy.
Learn about the foreign exchange market and currency options. This video will focus on the characteristics of USX options and how to calculate the settlement value at expiration.
Learn about the various strategies using SXO options. This video will show you how to use SXO options to hedge a diversified portfolio and to trade a directional outlook based on movements in the broader market.
Learn about the nature of indices and index options. This video will focus on the S&P/TSX 60?, the characteristics of SXO options and how to calculate the settlement value at expiration.
This video introduces volatility and how it affects your option value. The differences between historical and implied volatility and how to interpret each of them will also be covered. Most importantly, this video will teach you the importance of considering volatility when trading options.
2009
 
Dec. 7, 2009
Selling Put Options
Learn about the different strategies associated with the sale of put options. This video will teach you how selling put options can help you achieve the following objectives: generate income, profit from range-bound or bullish stocks and to average down the cost base of an existing stock position. This video will also explain how selling put options can be used as a method of entering a stock position.
Dec. 7, 2009
Buying Put Options
Learn about the different strategies associated with the purchase of put options. This video will teach you how buying put options can help you achieve the following objectives: secure the future sale price of an underlying security and hedge the risk associated with a long stock position. This video will also explain how buying put options can be used as an alternative to short selling a stock.
Dec. 7, 2009
Selling Call Options
Learn about the different strategies associated with the sale of call options. This video will teach you how selling call options can help you achieve the following objectives: generate income, profit from range-bound or bearish stocks and hedge the downside risk associated with a stock. This video will also explain how selling call options can be used as a method of exiting a stock position.
Dec. 7, 2009
Buying Call Options
Learn about the different strategies associated with the purchase of call options. This video will teach you how buying call options can help you achieve the following objectives: secure the future purchase price of an underlying security and hedge the risk associated with a short stock position. This video will also explain how buying call options can be used as an alternative to buying a stock.
Dec. 7, 2009
The Greeks
Learn about the Greeks and how they can be used to measure the sensitivity of an option's price to a change in one or many of the pricing variables.
Dec. 7, 2009
Option Pricing
Learn about the different components that influence option premiums and the impact of variations of certain components on the value of options.
Dec. 7, 2009
Why Use Options?
Learn about options myths and discover the reality behind those misconceptions. This video will also expose the advantages of the use of options including protection, income and strategic leverage.
Learn about the two main components of an option's premium: time value and intrinsic value. This video will also outline the differences between "in-the-money", "at-the-money" and "out-of-the-money" options.
Oct. 15, 2009
Options Settlement
Learn the concepts of exercise and assignment of options. This video will also explore the different exercise styles and types of settlement.
Oct. 15, 2009
What is an Option?
Learn the standardized characteristics of exchange-traded options as well as their contract specifications. An overview of the option chain and the rights and obligations associated with call and put options are also discussed.
Learn how to create a diversified portfolio using Canadian exchange-traded funds and apply easy to understand options strategies to offset market volatility and generate cash flow inside and outside your registered accounts.
Learn how to use simple options strategies to protect your ETF portfolio and lock in your profits.
Learn the benefits of including exchange-traded funds in your portfolio and the various options strategies you can use to generate cash flow, protect your capital and speculate with as limited and identifiable risk exposure.