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Huge day for theTradingWithCody portfoli…
Huge day for theTradingWithCody portfolio with lots of big moves to the upside in our longs. We need to stay disciplined with our sells now that we’ve got some nice gains on several positions as much as we have been with our buys. Typed this post from my iPhone as I just climbed on a […]
Celestica also reported some very strong…
Celestica also reported some very strong fundamental numbers this morning. This stock is one of the cheapest stocks I can find — even after today’s pop, it’s cheaper because the fundamentals are going up even faster than the stock price. Here’s the scoop on the numbers today, from Briefing again: InPlay: Celestica beats by $0.02, […]
Did I mention earnings season? Did I me…
Did I mention earnings season? Did I mention I thought individual earnings reports would be the next catalyst for our stocks? Here are some earnings updates from our stocks from the last 16 hours: 1. Apple – blowout, huge, amazing quarter with typical Apple-esque conservative guidance. Earnings nearly doubled…and we were talking a huge multi-billion […]
In other words, folks, Qualcomm and Appl…
In other words, folks, Qualcomm and Apple just gave us some very important affirmation of the ongoing app revolution that we’re positioning ourselves in front of…here’s a real-time discussion of Apple’s earnings and some tech investment analysis for you from a discussion between the Bob Dylan of Wall Street (James Altucher) and yours truly: James: […]
I’m going to run out to some meetings wi…
I’m going to run out to some meetings with some technology resellers (vendors of Cisco, Oracle, Riverbed, VMWare, etc). Salespeople are some of the best information resources for sales and technology trends as they play out over years. Executives are usually too focused on quarterly numbers, but sales folks at big tech vendors see […]
And here’s my latest take on Cablevision…
And here’s my latest take on Cablevision: Cablevision Systems Corp. CVC +2.22% is a play on the idea that free distribution of video over broadband Internet will undermine the $69 a month cable-TV business model. Cablevision’s been a tough short for us, but I do expect that in the next few quarters we’ll be seeing an acceleration […]
Here’s something I wrote about Cisco yes…
Here’s something I wrote about Cisco yesterday in my Revolution Investing Newsletter: This one looks like a screaming buy to me right here, right now below $17 a share. Let’s do the math: Cisco Systems Inc. CSCO +1.69% has got $6 plus per share in net cash on the balance sheet. The company will likely earn close […]
It’s days like these that we trade, righ…
It’s days like these that we trade, right? Most of our longs are up big on the back on Intel’s strong quarter, and our shorts aren’t hurting too bad. We’ve got some serious “tells” now that say that if we can game the fundamental report as “better than” or “worse than” expected on the […]
Here’s some helpful fundamental guidance…
Here’s some helpful fundamental guidance of what to look for in Nokia’s upcoming earnings conference call, from Gleacher & Co (they are very bearish on Nokia…and it’s always good to use the other side’s analysis in addition to your own): Nokia is scheduled to report 1Q11 earnings before market open on Thursday. Expect tough 1Q. We are […]
We’ve got about two stocks in the green …
We’ve got about two stocks in the green for every one stock in the red, but the markets are up only fractionally. The biggest trading news of the day is the fact that TXN has rallied off the lower levels it traded at last night after hours and early this morning. It’s now flat […]
Texas Instruments ia a huge semiconducto…
Texas Instruments ia a huge semiconductor company with important customers throughout the world (though Nokia is a major customer and Nokia’s loss of marketshare is continuing to hurt TI). TI just reported earnings and the company slightly missed both top and bottom line estimates. Fundamental analysis on TI’s report will center on the impact they […]
Subscriber question regarding my earlier…
Subscriber question regarding my earlier post about LPS’ continued problems and cited MERS as the source of those problems: “What is the relationship of MERS to LPS?” Answer: LPS runs MERS and is essentially in charge of servicing the mortgages in it.
You just can’t make this stuff up. I ju…
You just can’t make this stuff up. I just got spammed from….S&P! These idiots owned by a old-school publishing company, McGraw-Hill. In fact, I’ve worked on shorting these ratings companies, as I’ve noted in the past in my newsletters, because they are complicit and guilty of much of the fraud and corruption that caused the […]
Like most traders today, most of the pro…
Like most traders today, most of the profits on our sheets today come from our shortside bets. Things continue to heat up for LPS, which is now down about $4 per share in the last couple weeks. I expect to stay short LPS for a long time as I expect that someday the stock would […]
Now that we’ve rallied a full 1% off the…
Now that we’ve rallied a full 1% off the Nasdaq lows (though we’re still down more than 1% on the day), aren’t you glad you didn’t panic and sell this morning over the revelation from S&P that there’s some concern about the ability for the US to endlessly borrow trillions of dollars from foreign and […]
There won’t be a bell rung to let you kn…
There won’t be a bell rung to let you know when the sell off has played itself out. Again, I don’t expect we’ll see much if any lift intraday today…and tomorrow will be a new day that we’ll evaluate when it gets here. More importantly, as I keep telling you guys, is that we’re trying […]
S&P negative on U.S. debt Standard …
S&P negative on U.S. debt Standard & Poor’s cuts its ratings outlook on the U.S. to negative from stable, keeping its Triple-A rating on the world’s largest economy. Stocks decline even as Treasury Department mounts defense. • Text of S&P’s downgrade of U.S. ratings outlook | Treasury yields fall to lowest in three weeks • Budget proposals from […]
And as we close out the week, I don’t ex…
And as we close out the week, I don’t expect I’ll be doing any more trades other than having doubled my Google long position, using only common stock in that one so far. I’m flying out to Dallas to be a “celebrity” waiter at a charity event for www.childabusepreventioncenter.org. In the meantime, here are my […]
I really am buying some real estate here…
I really am buying some real estate here in NM. Here’s my recent real estate asset class write up from the 20 Trades to Save Your Portfolio in 2011 report: Real estate The single biggest concern about real estate is that the robo-signing/mortgage fraud and all the other anarchic disregard for rule of law […]