Trade Alert – Earnings recap and adding to Qualcomm

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 or send me an email with your question at 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)

I’m not changing my stance on Apple. I’m holding onto a large common stock position with huge gains that I’ve owned for years and I’m sitting on losses from the recent call options I’d scaled into. I do expect that Apple can and will deliver nearly $60 in earnings this year, and I expect that […]

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

It’s been about six months since we initiated short positions in two dollar store stocks:  Dollar Tree (DLTR) and Dollar General (DG).  No one, at the time, liked my thesis.  In fact, as I wrote in June, many of the fund managers I spoke with tried to talk me out of it…Well, they’re eating their […]

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 […]

Latest positions

Here’s a list of my latest positions in approximate order from largest to smallest. I give each stock a current rating from 1 to 10, 1 being “Get out of this position now!” and 10 being “Sell the farm, I’ve found a perfect investment” (there will never be a 10 rating, because there is no […]

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