The DJIA has again rallied more than 100 points intraday off its lows…and just starting on the contra-hour. I was actually hoping that we’d get down to 11500 or so today so I could really step up the buying, but as it is, I’ve continued my disciplined, steady approach. Barring a major sell-off into the […]
Bought some Apple common and some more R…
Bought some Apple common and some more Riverbed. Markets are freaking out over the reality that Japan’s nuclear problems are indeed worse than the Japanese government had been letting on. I’ll look to buy more every 100 points lower for now and I’ll be more aggressive each tranche in.
Just bought about 10% of what I’d consid…
Just bought about 10% of what I’d consider a full position in Riverbed. The stock’s triple from where it was when I first put it into the Revolution Investing portfolio, but I think it will be headed higher in coming years, so I pay up for it today. Baby steps for now though. If DJIA […]
Its a flattish open and the Japanese nuc…
Its a flattish open and the Japanese nuclear disasters are dominating the news once again. My biggest fear both as an investor and as a human being is that the government is downplaying the damage already being done to our planet. I remember mocking the five to six thousand barrel a day original estimates from […]
And the contra-hour was a strong one tod…
And the contra-hour was a strong one today, with the DJIA rallying more than a hundred points from its intraday lows and cutting its daily loss in half. I’ll continue to step up the buying into any coming weakness. I’m walking around with butterflies in my stomach as I start trading again the last couple […]
I did a nice bit of buying this morning …
I did a nice bit of buying this morning as noted earlier and am now watching the stocks try to lift into the close. The action, given the Japanese nuclear disaster layered on top of the recent pullbacks that we were in the midst of anyway, seems to point towards a market that wants to […]
I’ve bought some common stock in Celesti…
I’ve bought some common stock in Celestica, Cypress and Nokia, as planned. I’m as nervous as any other trader about the downside possibilities if this Japan nuclear crisis gets any more extreme than it already has — if you even believe that the governments aren’t downplaying the contamination and damage already done. But as an […]
Yesterday after the market close I said …
Yesterday after the market close I said that if we had had a down 2% day I probably would have bought more stocks yesterday. Well we have that 2% close down day this morning as the world wakes up two more nuclear headlines out of Japan. I am indeed looking to scale into long positions […]
Nuclear fears are back. But unlike in t…
Nuclear fears are back. But unlike in the Cold War, it’s natural disasters and not the fear of man-made catastrophe that’s the driver of those fears today. Japan’s tragedy remains the primary catalyst and focus of these markets, and until we get some lock down on the nuclear reactor breaks caused by the quakes and […]
Take a look at this 5-day DJIA chart and…
Take a look at this 5-day DJIA chart and you’ll see we’re just about the same levels we were late last week when I stepped up and bought a double tranche in some of my longs. I get asked all the time how a new subscriber to Revolution Investing should go about building the model […]
In a general sense, my mission is always…
In a general sense, my mission is always to find the best companies in the fastest growing sectors and invest in their stocks when they are cheap and to find the worst companies in declining sectors and short them when they are way overvalued. More specifically for the last year, I’ve been operating the Marketwatch […]
Nice intraday rally continues as the emo…
Nice intraday rally continues as the emotions and worries over Japan’s disaster today start to fade and traders look to position themselves into the weekend. The shorts have had a huge week, and are feeling great about double digit gains in many of their most-hated positions. And that propels them to cover some of those […]
I’m personally starting to buy some of t…
I’m personally starting to buy some of these app revolution stocks back using both common and some longer-dated call options. If you’d like to see the details behind what stocks and options I am purchasing for my own account, please sign up at https://tradingwithcody.com. You guys remember how for the last year that I’ve been pleading […]
I expect to get up to about 15-20 total …
I expect to get up to about 15-20 total positions in this portfolio with about 2/3 of the picks longs and 1/3 shorts by the time I’m done building in this set up. That 2/3 longs vs 1/3 short set up is in large part a function of my overall bullishness about the stock […]
Prayers and hopes go out to everybody affected by the tragedy in Japan. Obviously this is a human story. As we all have a commitment and duty to address each of our daily routines and jobs, mine is to try to navigate the markets again today. Stepping back then, its a rather muted open as […]
Most of the stock markets closed near th…
Most of the stock markets closed near their lows of the day by the time the contra hour was over, but I’ll tell you I thought they’d fade even harder than that after the panicky action once the news that Saudi Arabia was shooting on protesters in the street. I also find oil’s “only” 3% […]
I’ve added to my Cisco January 13 $20 st…
I’ve added to my Cisco January 13 $20 strike price calls and will continue to look to add to existing positions into the close depending on how much we might sell off in the contra (final) hour. As the markets’ sell offs accelerate here as word of Saudi Arabia’s dictatorship shooting on demonstrators in the […]
I just bought some Celestica and some sl…
I just bought some Celestica and some slightly-in-money Celestica calls dated a few months out. Careful with the call options in this name, which even though the premiums aren’t bad, there’s just not a lot of liquidity or offers out there for these. Use the common stock if you’re having problems with these options trades […]
I got some of my early morning purchasin…
I got some of my early morning purchasing done here when the market was at its (so far) worst of the day. I outlined the following playbook for my Revolution Investing newsletter subscribers back on February 8: “Here’s what my experience and analysis says on how the near-term market action will play out: “After all […]
Whoa nellie, it’s ugly out there this mo…
Whoa nellie, it’s ugly out there this morning, eh? I’ve been being very patient and steady and while I will continue to steady-pace, I am likely to double how much capital today than I have most of the other days this week. That is, I’m likely to try to put 10-20% of what I expect […]