I closed on more land this week in New Mexico. If you can buy real estate at a huge discount, especially land which doesn’t have any upkeep or maintenance costs, I sure think it’ll pay off over the next ten to twenty years. And here are some more investment thoughts and must-reads as we head […]
What you said
I heard RIMM is getting bought out by Greece. The new country/company will be called Grimm — Subscriber CAL from the side bar chat on TradingWithCody.com I got dozens of answers to my question about who’s more scared, the bulls or the bears — and it overall turned out about 50/50. I’ve pasted some of […]
I do think that we have entered tech bubble territory
Good morning. Remember when I used to dispute all those analysts who said we were already in a “tech bubble” last year by writing about how we’d know we were finally hitting bubble phase when social networking and app-related IPOs started hitting the markets and doubling on their first day? Annie’s shares surge in IPO debut Cherry Hill […]
Chat Transcript for Mar 28, 2012: Apple suppliers, the RIMM report, AMZN, LVLT and much more
Here’s the transcript of today’s chat. See you next week at 2pm EST at https://tradingwithcody.com/chat for more Q&A where you can ask me anything. Q. HI Cody. what do you think about AAPL suppliers like BRCM, QCOM, SWKS, CRUS? Are they worth investing ahead of earnings? Thanks! A. I sure like your logic in looking […]
How to dance at a rave (or why you shouldn’t force trades)
Good morning and welcome back to the rave where you better make sure you keep your wallet in your front pocket. HOW TO DANCE AT A RAVE Funny video, huh? Which was your favorite move? Speaking of moves — not much movement in the broader markets or in our individual positions and that’s probably a […]
Bubbles blowing in the economy
Yesterday on TradingWithCody, I wrote about investing for the coming bubble . Don’t Fight The Fed has become Don’t Fight The Ben. Even with corporate cash at all-time highs, margin expansion, a stock market back near the peak, none of it seems to deter the Chairman from keeping rates below rock-bottom. So the “rational” investor, […]
Trade Alert: Fast Times at Apollo High
Our largest short is down 8% this morning after another disastrous earnings report. The biggest reason for the sell off is this: Revenues declined at the University of Phoenix in the reported quarter due to a 12.2% decrease in degreed enrollment to 355,800 students. New enrollment growth was up only 1% from the prior-year period, […]
Are you ready for this bubble?
So you guys remember when I used to write articles like this: Bernanke says “Let’s inflate the biggest stock market bubble in history” 3:03 p.m. July 13, 2011 | By Cody Willard Or Shut up and buy the tech bubble 4:39 a.m. May 26, 2011 | By Cody Willard Or Why you must fight the Fed and […]
Trade Alert: Adding to this storage position
Apple is below $600?! How can that be?! Just kidding. $600 is just an arbitrary number that people got excited about because it ends with two zeros. $615 and $596 is pretty much the same thing — just 2% apart. Divide everything by 100 or by 10 in your mind when you deal with Apple […]
Chat Transcript for Mar 21, 2012: The Bubble, OMGPop, ZNGA, STX, FIO and much more
Here’s the transcript of today’s chat. See you next week at 2pm EST at https://tradingwithcody.com/chat for more Q&A where you can ask me anything. Q. Hey Cody, if you were starting a portfolio today what would you have in it and what % cash. Thanks and appreciate all your hard work. A. Tough question, […]
Earnings season cometh
Good morning and welcome back to the vet clinic where the services you get might be more advanced than at your own hospital. The markets are up a little bit and we seem to be in a pre-earnings season lull here. The question for short-term traders will quickly become “are good earnings priced into these […]
Thank you Cody for making my dream of owning a house true in only 6 months
You need to read the shocking back and forths below. I was just catching up on the the TradingWithCody.com side chat board, which is open 24/7 and which all you guys have access to by simply signing into TradingWithCody.com from any browser. (If you ever have any problems logging in or with anything else, please […]
Trade like a crow: My latest positions with updated ratings
Are we using our brains and all the tools we actually have at our disposal? Look around — probably not. Science in Action: Crow Intelligence I’ve seen some crazy smart ravens and crows out here in NM over the years. Charlie and Claire, the raven couple who let me live on their land here in […]
Everything you need to know about Apple’s dividend (and Woz talks FIO!)
Wow, what an absolute whirlwind of a trip I had in LA while out to there to speak at the inaugural Apple Investment Summit. Last I left you guys, it was early Friday morning in downtown Los Angeles, and I was reminding you to prepare for pain while you’re feeling great. I then went to […]
Prepare for pain while you feel good
To be prepared for war is one of the most effective means of preserving peace. – George Washington Well, we had a blast meeting up with a bunch of you TradingWithCody.com subscribers and a few of David’s other friends last night in downtown LA. One of the most important topics that came up last night was how important it is to […]
Apple, Softee and Sony anecdotes from Century City
I don’t know could’ve been a lame jogger maybe Or someone just about to do the freeway strangler baby Shopping cart pusher or maybe someone groovie One thing’s for sure, he isn’t starring in the movies. ‘Cause he’s walkin’ in L.A. Walkin’ in L.A., nobody walks in L.A. – Missing Persons Man, I’ve been running […]
Make the hard trade
Hey, just a reminder that with me being on the road all day that I won’t be able to meet you guys for this week’s chat at 2pm EST. We’ll do it again next week. As for the markets, the most remarkable thing is simply Apple’s continued straight up ascent. With it being our long-time […]
Trade Alert: And don’t let Mr. Market make a fool of us
I’ll tip my hat to the new constitution Take a bow for the new revolution Smile and grin at the change all around me Pick up my guitar and play Just like yesterday And I’ll get on my knees and pray We don’t get fooled again Don’t get fooled again — The Who I’ve talked […]
Going long on the cloud
Just when I thought I was out, they pull me back in. I was really hoping Greece would have been all wrapped up with it’s fraudulent bond-exchange by now, but a couple creditors, who crazily enough insist on getting paid back, have been given till March 23 to comply-or-die. But no matter, we keep it […]
A little Apple trim
It’s probably time to sell a little bit of our Apple here. I’m going to look to start letting gently offering some of my Apple shares, which has been my biggest position for a very long time, as you guys all know, up for sell here above $560 today. No rush, no reason to panic, […]