Sorry for the lack of posts today, guys, I was at the doctor’s office making just getting a look-see on my skin to make sure my freckles are cancer-free…the dermatologist said no worries, it’s all good. Anyway, a lot of you asked for me to give a few earnings previews, so here’s some food for […]
Chat Transcript for Apr 18, 2012: FFIV Earnings, RVBD, GRPN, JNPR and 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. Okay, guys, hello. Let’s rock. Q. FFIV? A. FFIV FFIV FFIV. Oh, man, when I get as many questions and opinions about an individual stock as I am getting about FFIV […]
Earnings Schedule and Live Chat Today at 2pm and Monday at 7pm
Here’s the schedule of earnings for all of the positions, both longs and shorts, in the TradingWithCody.com portfolio: Earnings Schedule for TradingWithCody positions Earnings Schedule for TradingWithCody positions Longs Google Already Reported April 12 Fusion-IO April 26th Sandisk April 19th Apple April 24th Cisco May 9th Seagate Already Reported April 17 F5 Reports today: April […]
Patience as the pitches develop
“Everything comes to him who hustles while he waits.” – Thomas A. Edison Intel reports strong numbers, but can’t guide up. Stock is down about 4%. CREE reports weak numbers and blames their North American sales staff. Stock is down 8%. STX reports strong numbers and guides higher. Stock is up 4%. There’s some “rational” responses […]
Deja vu of a deja vu and earnings thoughts
A few things I want to share with you. First, a very insightful email from a TradingWithCody.com subscribers in Italy. I love Italy and even wrote a whole series of articles about my love for Italy for the Financial Times a few years ago. But I digress. Here’s what Alberto had to say: Hi Cody, […]
The Three Worst Timed-Deals of the Dot-Com Bust (Is 2012 like 1999 or 2001?)
Reading what Mark Zuckerberg had to say last week about Facebook’s purchase of Instagram took me back. 13 years back to 1999. First here’s what Zuck had to say: For years, we’ve focused on building the best experience for sharing photos with your friends and family. Now, we’ll be able to work even more closely […]
Spain, Italy, Apple and prom in Alabama
Remember when you were supposed to be freaking out about Greece and the EU crisis? These headlines are slowly starting to move their way back up the front page as the mainstream media looks to explain a pullback in the broader markets. Spain or Italy are what they want you to focus on next, apparently: […]
Trade Alert: Brains and muscle and my latest positions
We’re a team. I’m the brains, she’s the muscle. – David Addison (Moonlighting) I sold 1/3 of my Apollo puts today too. I’m down to about 40% of the original number of puts I had in Apollo, but it remains my largest short simply because these have gone up so much in value. I’m literally […]
Full analysis on Sandisk and more
My latest full analysis on Sandisk and lots of great insights below. Do you guys like these kinds of blog posts when I edit down the discussion we’ve having on the Side Bar Chat on TradingWithCody.com? davidoosnk April 16, 2012 – 12:02 pm I think some of the people who seek constant near term affirmation […]
Trade Alert: Insights, answers and scaling into more of one tech stock
I’ve got answers to your questions along with some good insights from other subscribers below: @Cody: Are you still recommending WDC short into Seagate earnings this tuesday? I wrote this a couple weeks ago, but let me repeat it for new subscribers or those who missed it. It’s a very important point: “Let me be […]
Some more analysis on Apple Suppliers
I’m working my butt off today! It’s been about two weeks since I published my Apple supplier book. The response has been phenomenal and we thank everyone who bought the book or subscribed to Revolution Investing and sent along their kind words. To keep the dialogue going for those of you deciding entry points and allocation for […]
Revolution Investing Links: Tech trader almost runs into a bear and other must-reads
Here’s what I was reading and thinking about as earnings season heads into a TV timeout for the weekend. AAPLTrader.com – The single best website for Apple traders and a heckuva neat twist on social networking all in one site.You absolutely have to go through the free registration process to see how the site connects […]
Thoughts on allocation percentages
Good value-add discussion from the Side Bar Chat on TradingWithCody.com that all of you have access to: calmdaw1 April 13, 2012 – 10:56 am @Cody – how big would you be willing to let AAPL get as a percentage of an overall portfolio? I have inherited shares with cost basis in the low 300’s that […]
Googlessons: You can’t game randomness
Well, as I’d worried might happen, the markets are not rewarding Google’s quarter and the subsequent analyst number bumps with a rally. We got the analyst notes we were looking for. This is from one of the morning notes that came across my desk about Google today: JPM Equity Research Summary Google : Solid 1Q […]
Google and other earnings (and check out AAPLTrader.com)
Listened to a bunch of earnings calls tonights. The economy, at least for corporate America, sounds like it’s surprising some of the executives to the upside — that is the earnings report and guidance have been good and the commentary hasn’t been full of hyperbole. Google came in “better than expected”, which means that both […]
Trader Alert: Buying calls but don’t be thunderstruck
I was caught in the middle of a railroad track (Thunder) I looked round and I knew there was no turning back (Thunder) My mind raced and I thought what could I do (Thunder) And I knew there was no help, no help from you (Thunder) Sound of the drums, beatin’ in my heart The […]
Chat Transcript for Apr 11, 2012: JNPR, GOOG, FIO, Apple suppliers 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. Let’s rock n roll! Ask me anything. Q. Dear Cody, I read your latest book with lot of attention, as usual. I found it very inspiring. 1 small REMARK: with reference […]
Don’t try to catch the Nokia knife as it falls…and falls
Don’t try to catch a bottom in Nokia. Nokia at $4.50 is probably a lot like RIMM was at $45. Just multiply Nokia’s stock price by 10 every time you’re tempted to buy it. Or go look at a Lucent chart. That’s probably Nokia’s future. The company warned that sales and profits suck and will […]
Brave enough to make the hardest trade?
“Ms. Calhoun, I can’t let you make such a sacrifice from a loyal southern girl. You must think of your country.” “I am thinking of it. I know you’re an enemy and a spy. But you’re a man and I just can’t send you to your death.” “Well, Ms. Calhoun, what would happen if everybody […]
Pep talk: Keep your head up even when you’re down from the highs
And if it’s bad Don’t let it get you down, you can take it And if it hurts Don’t let them see you cry, you can take it Hold your head up, hold your head up Hold your head up, hold your head high – Argent Muddy Souls – Come Hold Your Head High Hey, let’s not be […]