AAPL weakness and a new short idea to put on the list

Apple’s down again this morning and I’m not liking the trading action in that stock much at all now. There’s a relentless selling pressure that’s weighing down on the stock and the stock’s faded $20 since the pop after earnings. In some sense, I think the biggest culprit and reason for the selling is that […]

Trades for the week of April 23rd through April 27th

Here are my trades for the week of April 23rd thru April 27th: Common Stock: Stock Long or Short Action Date Initiated Time Initiated Price AAPL – Apple Long Buy 4/24/2012 9:30am $564.57 SLV – Silver Short Buy to Cover 4/24/2012 1:30pm $29.90 LYV – Live Nation Short Buy to Cover 4/24/2012 1:30pm $8.50 DBA […]

Six Web Bubble 1.0 Stocks and Why I’m Watching Them

The best way to get a macro view is to assimilate as much data as possible. I know oil traders who track the number of construction cranes sold worldwide as an input in their crude demand models. And sometimes the best data comes from companies that are leading indicators of the broader economy. That’s why […]

Trade Alert: Updates on FIO, and our paired trade of WDC and STX

Here’s what I wrote about FIO heading into its report: FIO’s another long-term bet that I plan to own for a long-time as long the market they are developing continues to grow and they continue to execute. This company is just so new and their product is still so new to the marketplace that it’s […]

Trade Alert: Fixed Happiness link and STX roll up

The link I used (which came straight from the “Share” on the video for the record) was broken. So here’s the correct link: http://www.youtube.com/watch?v=PsihkFWDt3Y How to Buy Happiness Now then, one other thing to note. I’m “rolling up” my STX calls this morning. That means the same thing it meant as I explained it in […]

Deep Thoughts with Cody Handy: Burning out, WDC is a “pair”, and how to buy happiness

(Cue cheesy instrumental music and waterfall backgound) You ever stop? I mean, just step back and catch your breath? Or is every day at the market a battle? When I ran a hedge fund for five years, I never missed a market open or a market close (except one day when I had no power […]

Chat Transcript for Apr 25, 2012: Psychological scars, health care fallacies, and much more

Here’s the transcript of today’s chat. See you next week at 2pm EST at http://tradingwithcody.com/chat for more Q&A where you can ask me anything. Hi guys, let’s rock n roll. And by the way, if you want your profile picture to show here in the chat room and in the side bar chat on TradingWithCody.com, […]

Some updated thoughts on the “App Bubble” (and don’t forget today’s chat!)

I saw something recently that blew my mind and I need to share with you. A venture capitalist having to defend making a 31200%. In two years. Seriously, read this post from Ben Horowitz , Netscape founder Marc Andreeseen’s investing partner.  They were seed investors in Instagram, recently sold for $1 billion to Facebook. I’ll let @bhorowitz explain why he’s feels […]

Juniper and Apple updates

Good morning and welcome back. A couple quick hits here to start the day. I’m going to sell about 2/3 of my JNPR calls this morning for a double or so and hold onto the rest. The quarter was strong but guidance for next quarter was a bit soft and it’s not until the second […]

What’s done is done

Guys, Apple’s earnings report is up in about 25 minutes. The tension is tangible amongst tech traders and investors. I hope that you are not so leveraged to Apple and that you’ve been patient and that you sold some when it was above $600 as I repeatedly pleaded with you all to do…and that you […]

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