It’s an app world these days and it’s getting to be more of an app world every day. Eventually we will hit a tipping point in the app revolution that will drive us into an app stock bubble as the app world develops into a full-fledged revolution of marketplace creative destruction. And that creative destruction […]
Do you have a smartphone? Do your kids…
Do you have a smartphone? Do your kids? Do you use it to get information? Do you use apps? Do you have a tablet? Do you use it? Do you still use your laptop in the same way you used to before you had a smartphone and a tablet with apps? Do you still look […]
The markets are trying to rally…
The markets are trying to rally…and as we’re within just 3 or 4% of the recent multi-year highs, there could be some momentum to an upward rally. Gotta see the breakouts first though, and we’re not there yet, even though the charts sure “look” like they could take off and the market sure “feels” […]
t’s a pretty solid open, with good breadth…
It’s a pretty solid open, with good breadth to the upside at more than 2 to 1 stocks moving to the upside. And then there’s Nokia. The company pre-announces very ugly guidance to the downside and suspends guidance for the next couple years as it transitions to the Microsoft Windows Mobile platform it’s betting its […]
Okay, final post of the week here on Tra…
Okay, final post of the week here on TradingWithCody.com as we wrap it up for the three day holiday weekend. It’s important to step away from the fray and clear our minds, and you guys know I’ve been reading, writing, researching, trading, traveling, buying land in NM, meeting with sources, studying stock charts…well, I’ve been […]
Here’s a run down of my positions, in a…
Here’s a run down of my positions, in approximate descending order from largest notional position to smallest. Longs – Google Cypress Corning Riverbed Microsoft Nuance Cisco Celestica Ciena Apple Nokia DBA Adtran Visteon Shorts – Lender Processing Services SLV GLD Cablevision XLF Live Nation
A positive open. Some of the buying th…
A positive open. Some of the buying this morning is from the bears and shorts who, after struggling as the markets had been steadily rallying to new highs, have finally, in the last couple weeks, made some gains and are starting to get scared again. That, and they’re heading out to the Hamptons for the […]
Totally flat day for the broader markets…
Totally flat day for the broader markets, with the DJIA up 0.07% on the day. Aren’t you glad you’re not a reporter who has to try to pretend you have a clue when you try to explain why 40 giant, large cap stocks moved an almost immeasurable amount? The Nasdaq and tech were up a […]
I bought some more MSFT as I’d said I wa…
I bought some more MSFT as I’d said I wanted to this morning. I used the January 2012 MSFT calls with a $22.50 strike. I got ’em for just over a $3 each, which means that MSFT has to get over $25.60 or only 80 cents from here to put these in the money. The […]
Are we in a tech bubble already or not? …
Are we in a tech bubble already or not? Just because every bear you talk to and even the cover of the Economist say we are already in a huge tech bubble and every news paper article you read gives the obligatory “what some are calling signs of a bubble” quote already right now in […]
The DJIA and the S&P500 are both down fractionally on the day and the mainstream media reports that it’s because of some national macroeconomic and job data that’s been adjusted and manipulated by government paid economists wasn’t quite as “strong” as the consensus of some private sector economists who never saw the last crash come […]
For just over a year now, I’ve been tell…
For just over a year now, I’ve been telling people that we were likely starting to enter an app/tablet/smartphone/cloud-fueled new tech bubble. I told my viewers on Happy Hour repeatedly that Facebook would be worth more than a hundred billion dollars someday. I figured we’d be seeing tons of content/cloud/app companies like Chinese social network […]
Crazy day, especially for our LPS short….
Crazy day, especially for our LPS short. It was down more than 5% at one point today, got back into the green, and finished down on the day. LPS got hit with new subpeonas today….who would have thunk it? Ha! We’ve been getting some press for having predicted and then having caught this huge move […]
Last week before LinkedIn.com came publi…
Last week before LinkedIn.com came public, I’d said that it would likely pop huge from the IPO pricing of $40ish and that it would eventually grow into even an $80 per share valuation. By the time it opened that morning and had spiked from the $45 pricing to over $120 intraday, I wrote that […]
Last week before LinkedIn.com came public, I’d said that it would likely pop huge from the IPO pricing of $40ish and that it would eventually grow into even an $80 per share valuation. By the time it opened that morning and had spiked from the $45 pricing to over $120 intraday, I wrote that […]
The App Revolution will be worth trillions
Why buy into apps? Why invest in the cloud? Why not industrials and retail? Why bet against energy and financials? I am often asked why I am investing in the areas I’m focusing on and why I am ignoring other sectors of the economy. Let’s break this concept down. The single biggest key to successful […]
We got a bounce this morning as Nuance and Riverbed rise nicely in the morning trade. Gold, silver, oil and the other commodities are also up on the day. Remember earlier this week when everybody was panicking over…what was it again? The governments in Italy and Spain can’t pay all their debts and […]
Why buy into apps? Why invest in the clo…
Why buy into apps? Why invest in the cloud? Why not industrials and retail? Why bet against energy and financials? I am often asked why I am investing in the areas I’m focusing on and why I am ignoring other sectors of the economy. Let’s break this concept down. the single biggest key to successful […]
Well, losses in our SLV and RVBD positio…
Well, losses in our SLV and RVBD positions neutralize our gains in LPS and with the markets just not finding any legs today, I finished up in the red for the day. I bought some Google calls and did little else trading today. Tomorrow I’ll run through a fundamental and a technical trading update on […]
I bought the Google calls and am watchin…
I bought the Google calls and am watching LPS continue to crack. Riverbed and Ciena both look tempting to me, but I was a buyer of both in front of you guys at lower levels in recent weeks and I’m not going to force anything more just now. The S&P 500 and the DJIA […]