I bought some more common in…

Gonna be another light day of posting as  I’m on the road heading back from NYC to DEN to ABQ to RUI.  There are forest fires ablaze all around our home and land.  Everybody’s safe, but man. I bought some more Marvell common stock and that’s my only trade of the day.  Riverbed’s now up [...]

I don’t care one iota about the existence of the Euro…

Screen shot 2011-06-29 at 2.38.09 PM

I just snuck out of a bunch of fascinating meetings with the Dow Jones folks to address the markets and the latest “the Euro still exists!” relief rally. I’ve been saying for weeks that we should ignore Greece because it doesn’t matter and that any and all Greece-related selling was a great buying opportunity.  I [...]

I’ve got a brand new long pick for us today…

I’ve got a brand new long pick for us… When I added Microsoft to the model portfolio a few months ago, it was in large part because the company’s new Kinect motion-gaming peripheral and how hugely successful I expect Kinect to be for Microsoft in coming years. Right now, Kinect is primarily sold as I [...]

50 Stocks for the App Revolution – Updated Edition Now Available

The newly updated 50 Stocks for the App Revolution eBook is now available for free to TradingwithCody.com members. Click the link below to visit the eBook page, where you’ll be able to view the new edition directly on the web page or as a PDF. http://tradingwithcody.com/ebooks/50-stocks-for-the-app-revolution-updated-june-2011/ You’ll need to be logged into your account in [...]

As for the markets…

I’m sitting in Washington Dulles airport waiting to board to NYC for meetings and what not tonight and all day sessions with the WSJ/DowJones/Marktwatch peeps tomorrow. As for the markets, they are up nicely today and so is our portfolio.   Riverbed’s now up $5 from where we were buying calls in the name just [...]

The technical traders and momentum guys are starting to dig around…

Well, there’s little news in the way of more bailout for Greece’s lenders and for the first time in a long time, there’s really a dearth of macro-economic news driving the headlines if not the markets today.    Even Microsoft, which today is up about 4% now, has little fundamental news to catalyze today’s move. [...]

I’m still much more of a buyer than a seller as we’re near the DJIA 12k level…

Another day at the racetrack called the stock market, and they’re off.  We’re up nicely this morning with two of our largest longs, Microsoft and Riverbed kicking it almost up 3% as I type.  I’ve been a buyer of both more aggressive call options in each in the last couple weeks and that gives us [...]

I’ll take the other side of that fear and that trade…

People might call this a bubble, but I think those people have short memories of what a real bubble looked like. For a charm of powerful trouble, Like a hell-broth boil and bubble. Double, double toil and trouble; Fire burn, and caldron bubble. — Shakespeare If you think Riverbed’s move from the low teens to [...]

The company also recently warned that these very issues…

I get some pretty vicious comments on my blog at Marketwatch.com, just as I’ve gotten nasty comments on every public forum I’ve ever been a party of, from my days at TheStreet.com, Financial Times, Fox Business, CNBC, and so on.  (For what it’s worth, the only exception would probably be when I got nothing but [...]

Here’s a list of my positions, from largest notional to smallest…

Here’s a list of my positions, from largest notional to smallest: Longs – Riverbed Cisco Microsoft Cypress Google Nuance Corning Apple Visteon DBA Ciena Celestica Adtran Shorts – Lender Processing Services SLV GLD Cablevision XLF Live Nation  

Scutify is the world's best app for traders and investors
http://Scutify.com
Get the Scutify Android App today -
Sponsored Scuttle
Get the Scutify iPhone App -
Sponsored Scuttle