Earnings season is on full blast and let’s run through last night’s reports. First, Facebook reported another quarter of strong growth with top and bottom line both showing expansion. Mobile ads were a “bit light” according to most of the sellsider’s models, but those same estimates had been moving upward all quarter, so that makes [...]
Cody Kiss & Tell: FIO Strategy, Apple Shakeout and Dr. Shore’s Medical Miracles
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. How everybody! Let’s rock n roll. Q. Cody, absolutely an incredible video of your friend Dr. Shore explaining the double arm transplant, what cutting edge medical skills [...]
Double arm transplant at Johns Hopkins; Or why it’s time to look start investing in the Medical Revolution
Amazon’s up big after another strong quarterly report, proving our long-held thesis that the company at some point can and will turn on the gross margin and earnings machine in its model. Facebook’s reporting tonight. Feet to fire I’d rather be long than short into the report, as indeed I am. Gulp, as always. Meanwhile, [...]
Trade Alert – Trading one tech supplier for another (and some updated analysis on Apple)
Trade Alert and Latest Positions – Selling calls down, getting less aggressive
Great time on the honeymoon, but long story short — 20 hours of plane delays to leave El Paso, lost luggage, flu-like symptoms almost the whole time we were gone, and lots of sleep, rest, relaxation and purification while in the rain forests of remote Costa Rica. It’s always great to get back on US [...]
Reminder as to why we own Apple
This is William Fox, Cody’s Chief Technology Officer. As you all are aware, Cody got married last weekend and is currently enjoying his honeymoon. He therefore will not be posting anything this week. However, after Apple’s earnings report last night and subsequent drop in the stock price this morning, I’m going to re-post an article Cody [...]
Earnings Calendar
Here’s a list of our positions with the date for each of their respective earnings reports. Stock Reporting Date AAPL – Apple January 23rd AMZN – Amazon January 29th APOL – Apollo January 8th BIDU – Baidu February 4th BRCM – Broadcom January 29th DG – Dollar General March 18th DLTR – Dollar Tree February [...]
A dollar saved is a dollar earned
Trades for the week of January 14th through Jan 18th
Here are my trades for the week of January 14th through January 18th: Common Stock: Stock Action Date Initiated Time Initiated Price AAPL-Apple BUY 1/14/2013 10:40am $498.37 EWY-MSCI South Korea Index (Samsung short) SHORT 1/15/2013 2:47pm $62.30 IBM-International Business Machines SHORT 1/15/2013 2:47pm $192.01 PSO-Pearson COVER 1/15/2013 2:47pm $19.62 Options: Stock CALL or PUT [...]






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