Here are my trades for the week of November 26th through November 30th: Options: Stock CALL or PUT Action Date Initiated Stock Price Strike Price Exp Date FB-Facebook CALL TRIM 11/27/2012 $25.90 $20-$22 13-Mar AAPL-Apple CALL TRIM 11/27/2012 $586.61 $650 13-Mar
Latest positions and Soft-thoughts
November 30, 2012 By Leave a Comment
Euro-fiscal-debt-cliff-crisis-crisis-crisis
November 29, 2012 By Leave a Comment
Speaking of the Euro-debt Crisis…oh, wait, nobody’s talking about the Euro-crisis and why you should be panicking out of your stocks because the Euro-debt Crisis is going to crash the world’s economies and markets. Now the mainstream media discussion is focused on the “fiscal cliff”. I guess Europe got all that sovereign debt and endless [...]
Cody Kiss & Tell: Tranche Selling, Housing and Accounting Questions
November 28, 2012 By 1 Comment
Here’s the transcript to this week’s Live Q&A chat. Join me next Wednesday at 2pm EST at http://TradingWithCody.com/chat or send me an email with your question at support@tradingwithcody.com. Let’s rock n roll, baby. Q. Cody, what percentage of your trading portfolio is currently long? Cash? Short? A. As you know, I always include the disclaimer [...]
How to trade the Fiscal Cliff market swings
November 28, 2012 By Leave a Comment
The churn continues. Senator Donkeybutt says the fiscal cliff talks are going pretty well. Markets up a bunch. Congressman Elephantbutt says he’s not encouraged by the fiscal cliff talks. Markets down a bunch. Sure is starting to feel a lot like a fast-motion version of the playbook we have used so successfully for the last [...]
Amazon is cheaper than Wal-Mart
November 27, 2012 By Leave a Comment
Commentary: Look five years out to explain Amazon’s P/E What we’re focused on here today is Wal-Mart, with its massive global retail empire, versus Amazon, with its massive global “retail” empire. We added Amazon to the Revolution Investing portfolio in July, despite its triple-digit P/E ratio. Why? Amazon As Platform (AAP). Notice Wal-Mart was the [...]
Trade Alert – Sandy’s continued aftermath, PTSD, blessings and two trims
November 27, 2012 By Leave a Comment
I gave a 50 minute speech to the Philadelphia Institute of Internal Auditors last Tuesday. I was probably more nervous about giving a speech to 600+ internal auditors than I was doing any national TV show. Out of my element, I guess. I talked about no amount of quantitative easing, targeted tax tricks, subsidies or [...]
Trades for the week of November 19th through November 23rd
November 23, 2012 By Leave a Comment
Trade Alert – Thanking some gives and booking some face gains
November 21, 2012 By Leave a Comment
Let’s thank some gives today as we head into the holiday weekend. I’d mentioned the other day that Turkey Week is usually a mostly-up-market/bullish time, and such seems to be the case so far this week. Facebook’s finally back to where it was after the most recent quarterly report. That was a classic set-up for [...]
The two biggest smartphone players
November 20, 2012 By 1 Comment
You may find yourself living in a shotgun shack And you may find yourself in another part of the world And you may find yourself behind the wheel of a large automobile You may find yourself in a beautiful house, with a beautiful wife You may ask yourself, “Well, how did I get here?” — [...]
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