Case | HBS Case Collection | September 1999

Sally Jameson - 1999

by George C. Chacko, Henry B. Reiling, Peter Tufano and Matthew Bailey

Abstract

Sally Jameson has a large block of appreciated stock, which she is contemplating selling to purchase a home. She is comparing an outright sale, borrowing against the stock, shorting against the box, and a stock loan proposed by a small financial services firm.

Keywords: Asset Pricing; Asset Management; Financial Liquidity; Stocks; Stock Options; Financing and Loans; Financial Services Industry;

Citation:

Chacko, George C., Henry B. Reiling, Peter Tufano, and Matthew Bailey. "Sally Jameson - 1999." Harvard Business School Case 200-006, September 1999.