Into the close and it’s a fading market….

Into the close and it’s a fading market.  Then again, let’s call it a catlayst-less market as I did this morning instead.  New  geopolitical headlines could drive the markets up or down, perhaps, but I’m pretty sure the broader markets will be treading water until we start getting some fundamental updates and guidance from the [...]

No buys today, just focusing on shorts a…

No buys today, just focusing on shorts and getting my portfolio a little more hedged.  Though I’m bullish overall, I do want to get some hedges on for the short side.  And come on!  Did you guys see AONE down another 8% again today?   If you’ve got shorts on that one, be sure that [...]

Foxconn is one of the biggest contract m…

Foxconn is one of the biggest contract manufacturers in China and it’s running into some troubles finding profitability despite making gadgets for the Apples, Nokias and other big smartphone/tablet vendors of the world.  But before you write off the app/tablet/smartphone revolution because of Foxconn’s bad news today, let’s drill down for some deeper analysis.  Here’s [...]

It’s a flattish open as we remain cataly…

It’s a flattish open as we remain catalyst-less until we fully enter earnings season in the next couple weeks.  Here’s a list of my longs and shorts so far: Longs- Apple Ciena Celestica Cisco Cypress DBA Corning Google Microsoft Nokia Nuance Riverbed Shorts – Lender Processing Services XLF I’m going to look to start building [...]

Social butterfly.  Social security.  Soc…

Social butterfly.  Social security.  Social drinking.  Social smoker.  Social sciences.  Social distortion.  Let’s talk social for a minute because it’s one of the key drivers in all things related to tech, media, and advertising.  First off, let’s touch on this Wedbush report I got in my inbox today that says we’ve entered a brand new [...]

So far today, I have bought more Nuance,…

So far today, I have bought more Nuance, Cisco and Corning calls.  These positions are getting closer,  at least half as large as what I’d consider a full position for my personal account.  In other words, if I were expecting to expose say, $100,000 total, to Cisco, I should have more than $50k exposed to [...]

I’ve bought a big chunk of Nuance so far…

I’ve bought a big chunk of Nuance so far and I don’t know whether I want it to start rallying just yet…I want to buy some more before it runs, if it runs. Here’s why Nuance is up 7% today: March 30, 2011 7:20 AM EDT FBR Capital reiterates an ‘Outperform/Top Pick’ Nuance Communications (NASDAQ: [...]

I haven’t traded yet today, but remember…

I haven’t traded yet today, but remember I’ve been scaling into a short position in Lender Processing Services?  Read this, from nakedcapitalism.com: Lender Processing Services has played a singularly destructive role in the mortgage servicing industry. The firm not only offered document fabrication services through DocX, a company it acquired and was forced to shut down [...]

Most of my stocks right now are at level…

Most of my stocks right now are at levels I’ve been buying at, but I’ve got a couple more names I want to add today, so stay tuned.   We’re about to embark upon earnings season and it’s always a good idea to review our positions, so let’s run through some of the stocks that I’m [...]

Nice rally to close the day as the contr…

Nice rally to close the day as the contra hour reversed yesterday’s ugly close and powered us steadily higher.  I bought the DBA and that’s it today. One of my old mentors used to tease me about an answer I once gave on CNBC, when I answered Larry Kudlow’s question of “Cody, is the stock [...]

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