Flip It. It’s a concept that I created when I was learning to invest that is all about looking at the news, the trades, the analysis, and everything else completely upside down from what you’ve been taught. When the economy is rosy, and everybody thinks it’s a no-brainer to be long stocks, the markets will […]
Trade Alert: The Three Best Clean Water Stocks
For the last 30 years the price of oil has been on a steady climb upward. NYMEX traders who used to sit around all day for a penny move in crude now have to deal with $4 intraday spikes. Peak oil and the feeling everyone has that we are running out has made everyone net […]
Will Facebook’s IPO make E*Trade Party like it’s 1999?
Talking babies notwithstanding, Etrade has seen better days. It’s the rare company that got clobbered by Web Bubble 1.0 and the ownership of subprime debt. Here’s a chart of its all-time performance: Facebook recently added Etrade as an underwriter along with usual suspects like Goldman Sachs, Morgan Stanley (lead underwriter), Citigroup, J.P. Morgan, Bank of America, Wells […]
Two more ways to invest in Facebook before the IPO
Last month I told you Six ways to invest in Facebook before the IPO. Now we’re a month closer and about a week out from that holy day. A company founded in a dorm room less than a decade ago is about to be the biggest American company to ever go public ; UPS went […]
Monday morning markets and Latest Positions
Good morning and welcome back to the show, where the stars aren’t always what you should have your eyes on. The broader markets are to open soft again this morning, but they are all still up 1-2% from the lows they opened at on Friday when I’d stepped up and finally started getting aggressive on […]
Trades for the week of May 7th through May 11th
Here are my trades for the week of May 7th thru May 11th: Common Stock: Stock Long or Short Action Date Initiated Time Initiated Price ZNGA – Zynga, Inc Long Buy 5/7/2012 12:30pm $8.28 FIO – Fushion-IO Long Buy 5/7/2012 12:30pm $22.07 LVLT – Level 3 Comm Long Buy 5/7/2012 12:30pm $25.02 NUAN -Nuance Comm […]
Revolution Investing must-reads into the weekend
Here are some headlines and trends that every investor should be thinking about into this weekend. U.S. Stocks Hit by J.P. Morgan and Can The Market Muster A Convincing Bounce? – It’s fried-day and I sure know a lot of traders and investors who truly feel fried now. The markets are set up for another […]
Trade Alert: Time to get a little more aggressive
It’s fried-day and I sure know a lot of traders and investors who truly feel fried now. The markets are set up for another ugly open this morning and it looks like they’ll be opening at 3 month lows. As you guys know I’ve been waiting to put much money back to work and I […]
Cisco earnigns: Love, hate or apathy?
Cisco didn’t disco last night. The company reported earnings that were a little bit “better than expected”, but the guidance for next quarter was a little bit “worse than expected”. The stock is down 8% in the early morning action and that’s not too surprising given how far it had run in the last few […]
Chat Transcript for May 9, 2012: NUAN, FIO, LVLT, Greece 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. All right, let’s rock. You bring the roll. Q. Hi Cody, what’s your updated thought on NUAN ? Not for earnings but looking strategically…..are they somehow involved in SIRI/ EVY, etc.? […]
Stay in the game (And don’t forget today’s chat at 2pm EST)
Well, another near panicky open has again subsided into something more gentle and we’ve likely washed out yet more of the weaker-handed longs with these repeated 1-2% intraday down swoons. I’m still waiting for something a little scarier/harder to buy before I get agressive again. And if I miss the bottom without having loaded up […]
Get your investing lessons from Sun-Tzu, George Soros, Jim Cramer, James Altucher and others
It is said that if you know your enemies and know yourself, you will not be imperiled in a hundred battles; if you do not know your enemies but do know yourself, you will win one and lose one; if you do not know your enemies nor yourself, you will be imperiled in every single […]
Poll Results: Bulls are terrified
Nearly a hundred responses in so far and we’re at, I’m not joking 95% saying that the bulls are more scared right now. Let’s summarize what this analysis means. A “bull” is someone who thinks the market is going to go up. A “bear” is somebody who thinks the market is headed lower. When the […]
Poll Time: Who’s more scared right now, the bulls or the bears?
It’s time for me to officially pull out the poll: Who’s more scared right now, the bulls or the bears? I hinted towards what I think is the answer yesterday and I think we have an even clearer answer to that question with this morning’s sell off. Your answer? Hit reply to this email or […]
My entire speech from the Apple Investor Summit (with sound too!)
Let’s try this again. Apparently, when they uploaded the video the first time, it didn’t upload all the audio. Sorry about that. Here’s the full speech I gave at the 2012 Apple Investor Summit where I was sandwiched in between keynote speakers, Steve Wozniak (the co-founder of Apple) and Walter Isaacson (Steve Jobs’ biographer). I […]
Trade Alert: Time to buy?
Time to “buy”?. As always, there’s no set answer to that question, but the the shortest answer to that question is yes, we’re getting to the point where it’s probably time to start scaling into some more long side exposure as the markets have really started to get a panicky. I used the word “start” […]
Trades for the week of April 30th through May 4th
One quick note before we get into this week’s list of trades. I typed that I had “fought for my country” at Occupy Wall Street and didn’t see that until I’d already sent it out and published it. Point is, I didn’t “fight for my country” — the guys in Iraq and Afganistan are fighting […]
Investor must-reads into the weekend
The markets are down across the board. I’m not looking to do much trading and buying yet. As you guys know, I’ve been letting this turmoil play out a bit before getting aggressive. Still am. Let’s run through some headlines this morning that every investor should be reading: U.S. nonfarm payrolls: Just 115,000 jobs added […]
Web Bubble 1.0 Stocks: Bluefly
Last week I named some Web Bubble 1.0 stocks and why I’m watching them. Today I want to talk about Bluefly and why I think it could catch a Bubble Bid. Let’s me be clear again: I’m not advocating you get long this or any other of the Web Bubble 1.0 names. I’m using them as […]
Trade Alert: Time to trade one of those Web 2.0 stocks
Good morning and welcome back to the playground, where the monkey bars never close. In the early going, stocks are down slightly. Take a look at this 5-day chart of the Nasdaq. Lots of volatility but we’re back where we started after all that noise. http://finance.yahoo.com/q/bc?s=%5EIXIC+Basic+Chart&t=5d Also, take a look at this article bulling on […]