Good morning and welcome back to the house called Wall Street. It’s a strong rally to host us this morning, and the breadth is strong across the board. I’ve got a new long I am adding today, Sandisk. Here’s the analysis: Summary SanDisk Corporation designs, develops, manufactures and sells flash storage card products used […]
Get one month of TradingWithCody.com for free for each one of your referrals who signs up…
We’ve just passed our four month anniversary here on TradingWithCody.com and we’re continuing to grow. But like any good business, we want more growth. And we know that the best way to grow is by delivering the very best product we can and letting word-of-mouth market the product for us. So on that note, I’m […]
Some more big numbers…
Some more big numbers…this time from Cypress Semi. Take a look at some highlights from their press release today. == Press Release Source: Cypress Semiconductor Corp. On Tuesday July 12, 2011, 9:00 am EDT SAN JOSE, Calif.–(BUSINESS WIRE)– Cypress Semiconductor Corp. (Nasdaq:CY – News) today announced it is nearing the 1 billion unit mark in shipments of […]
That is, I don’t plan on…
When I left this morning to go meet with contractors and what not on my land, the futures were down pretty sharply and our portfolio was due to open down too. The early morning ugliness has given way to some rally action into the lunch hour and we’re now up nicely on the day. I […]
Every investor needs to be analyzing how these trends each one of their positions…
I don’t know how not to get pumped about the growth of apps, smartphones, tablets and the cloud. I try to temper my bullishness, but my analysis gets in the way. Take a look at some of these headlines: Apple trumpets 15 billion App Store downloads – Computerworld 15 billion apps! And the app store […]
And then we will continue to scale into those favorite…
I’ve explained in detail the supposed US budget impasse won’t matter to your portfolio in the long run. I’ve compared the trillions in ongoing explicit corporate welfare and homeowner subsidizations to the tens or hundreds of billions that the Republicans and Democrats want to cut from social services for all citizens and shown you guys […]
I wouldn’t get very aggressive just yet…
Well it’s turned into a veritable slaughter of the bulls out there today. Most high-beta stocks are down 3-4% and the broader indices are down about 2% across the board. Despite the selling near the highs last week, we’re still quite net long overall and the portfolio’s feeling the pain today too. I got several […]
As my middle school basketball coach used to say…
In the last five trading days, this market has taken us for quite a ride, eh? Take a look: And so here we are now back to where we were last Wednesday at noon. As for trading, I had sold down some of our positions at the top last Thursday and Friday and am in […]
Everything you need to know about trading Netflix now…
While we’re at it, I’m reading through my own analysis and numbers…so let’s share this one too. Here’s the fundamental analysis on Netflix in the report. Company NFLX – Netflix, Inc. Summary Netflix, Inc. provides online subscription rental services in the United States. Balance Sheet Cash and Cash Equivalents: 150 M Short Term Investments: 192 […]
You all know these two and perhaps a trade here is setting up…
Not all app stocks are created equal. And not all chip suppliers into the smartphone/tablet revolutions will benefit. Indeed, now’s the time to start separating the winners from the losers, so that when the rest of the Street finally sees the differences, it’ll likely be too late. As you guys know, this summer, I’ve re-written and […]
Remember the Great Greek Economic Crisis — of May 2010?…
Here’s some thing I came across last night doing some research for a piece I’m writing. Take a look at the date….did you remember that Greece had huge social uprisings and budget crises and austerity measures going thru….back LAST May? As in May 2010! Read the column, read my analysis and conclusions and you’ll see […]
And to close out the week, here’s a list of my longs and shorts…
And to close out the week, here’s a list of my longs and shorts, in order of approximate size: Longs – Riverbed Google Cisco Microsoft Cypress Nuance Marvell Corning Apple Visteon DBA Ciena Adtran Celestica Shorts – Lender Processing Services SLV GLD Cablevision XLF Live Nation Thanks for reading and thanks for subscribing, everyone. And […]
Starting today, what companies and positions (options only) would you open…
It was due. A pullback, that is. I mean, take a look at this Nasdaq chart: It was literally straight up for the last week. And now we get the pullback. If you were feeling naked or underinvested or like you’ve missed the rally at yesterday’s highs, then you now have a chance to scale […]
As Cramer used to tell me in our sit downs — discipline trumps conviction…
I almost wrote yesterday about how the hardest trade to make was to let our aggressive stance ride — the hardest trade when you’ve been as aggressively long as we have been was to not trade at all. That was yesterday and that was before we had half our longs up yet another 5% plus […]
The major indices are now up nearly 10% from their lows on June 17…
Turns out the world’s economies didn’t grind to a halt because of Greece. Or Portugal. Or because the Republicans/Democrats are pretending to be in a big game of chicken with our own budget. The major indices are now up nearly 10% from their lows on June 17 — just twelve trading days ago! […]
Take the other side of the freak out…
Oh the budget woes of the governments around the world. And we’re obviously not just talking about Ireland, Iceland, Italy, Spain, Portugal and those other countries over there that seem to dominate the macro-economic headlines most every day in 2011. Of course, the other big headline that the mainstream media wants you to focus […]
You had to pick your timing to catch the gain…
Let’s talk more about the importance of contrarianism in our trading and how it applies to the markets vs. the economy in our analysis and approach. Whether looking at the impact of unprecedented monetary easing and ongoing 0% Fed loans, or at the record-levels of corporate cash, both of which will continue funding buybacks, or […]
Introducing the new TradingWithCody.com app for your iPhone and iPad…
It’s a mobile/smartphone/tablet/cloud/app world, as you guys know. And I’m continuing to plow into that world head first — today we’ve turned on a brand new TradingWithCody.com app for for you subscribers who have either an iPhone or an iPad and also on a brand new feature for you subscribers that will enable you to […]
Subscriber question: How is the FTC investigation going to impact Google…
Subscriber question: Wonder if the FTC investigation is going to impact operations at Google? It certainly has hit the stock. Let’s talk about that FTC impact and how it did impact the stock because there’s a important if ancient trading lesson in that action. There’s an old saying on Wall Street that you should “Buy […]
Subcriber question: Tell me again why we are shorting Cablevision…
Subscriber question: Tell me again why we are shorting Cablevision. Here are some links and quotes from past columns of mine about why I think the Cablevision business model is doomed: http://www.codywillard.com/the-cable-companies-are-doomed-by-the-app-revolution/ Do you realize that even if you watched TV twelve hours a day, 7 days a week, that you’d still only be consuming […]