With everything going on this week with my family, I’m just going to have to cancel this week’s Livestream Q&A Chat. We’ll plan on doing it Monday next week. More details to come. Sorry all. I’ve explained before how we’ve reached peak swipe (see my report from last summer called “Peak Swipe: Why Alexa is […]
Peak Swipe: Why Alexa is Apple’s greatest threat (And how Amazon anti-trust will play out)
The single biggest threat to Apple is existential, in that it is not any where near for the next two to four years out — the single biggest threat to Apple is the Amazon Alexa operating system. The fact is we are probably at “Peak Swipe” right now. And we might be at peak iOS operating system […]
Peak Swipe: Why Alexa is Apple’s greatest threat (And how Amazon anti-trust will play out)
Here’s part 3 of 3 of the transcript to this week’s Trading With Cody Live Q&A Conference Call. Q. I’ve been a subscriber for about 4 or 5 years and I love the site! I wanted to know what your opinion was on Apple? I have always enjoyed if you would be a buyer or a seller […]
Why Apple should buy Blackberry, Did Instagram kill Snap AND Did Alexa just kill the App Revolution?
Here’s a 46-minute podcast version of this entire Trading With Cody Live Q&A Conference Call. You can also listen to my podcast on iTunes too. Here’s the part 3 of 3 of this week’s Trading With Cody Live Q&A Conference Call transcript. Q: Blackberry? You don’t normally make earnings trades but we did this time. With that said, what […]
Alexa, Blackberry, Samsung…and hockey?
“Skate to where the puck is going, not where it has been.” – Wayne Gretsky I snuggled and/or played with Amaris all night at the hospital in Albuquerque…but we get to home today! Since I’ll be on the road home today, let’s reschedule this week’s Live Q&A Conference Call for tomorrow at 1pm ET (Dial-in: #: 641-715-0700 Access […]
Latest Positions, family update, Boston/NYC trip
The family is doing great. Amaris is a bundle of hilarity and smiles most any time I talk to her. And her outright cracking up with chuckles when I pretend I’m a cat and purr/meow on her belly and neck is about the pinnacle of parenting. She’s gotten big enough and healthy enough that’s she […]
Latest Positions: Apple, Google, Amazon, Meta, Netflix
Here is Part 3 of the list of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. The ratings for each stock go from 1 to 10, 1 being “Get out of this position now!” and 10 being “Sell the farm, I’ve found a […]
Latest Positions Round Up (and a Trade Alert too)
Here is a list of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. But first, a Trade Alert noting that I’m going to sell my SNE this week. It’s been a great run, as we’ve ridden Sony for three and a half years […]
Trump v Amazon, Cryptocurrency crash update, Driverless cars and much more
Here is the transcript for last week’s Live Q&A Chat. You can also watch a replay of it on my YouTube channel at http://youtube.com/clwillard. Cody: Welcome to another episode of Cody Underground, the Trading with Cody livestream Q&A. Go to tradingwithcody.com and sign up. You can see all of my trades, all of my positions, […]
Latest Positions: Analysis, ratings, 2018 outlook and where I’d buy more of each stock
Here is a list of my latest positions with updated commentary and ratings for each position. I’ve broken the list into Longs and Shorts. And from there, I’ve broken down each list into refined categories in order from the largest positions within each category to the smallest. I also give each stock a current rating […]
Cody’s Latest Positions
Here is a list of my latest positions with updated commentary and ratings for each position. I’ve broken the list into Longs and Shorts. And from there, I’ve broken down each list into refined categories in order from the largest positions within each category to the smallest. I also give each stock a current rating from […]
What’s your risk-tolerance? PLUS: Why I want to buy more Amazon every chance I get
Here’s a 46-minute podcast version of this entire Trading With Cody Live Q&A Conference Call. You can also listen to my podcast on iTunes too. Here’s the part 2 of 3 of this week’s Trading With Cody Live Q&A Conference Call transcript. Q: Taking a page from your contrarian playbook, what do you think of retail stocks during […]
How to make a trillion dollars: Invest in The Voice Revolution
One day last week, I was sitting on the floor in the living room playing with both Amaris, our medically-fragile 2-year old and our 3.5-year old, Lyncoln, while my wife, Lori, was in the kitchen making feeds to give to Amaris. To make the feeds that we give to Amaris through a g-tube in her […]
Clouds, bubbles, Economic noise, Fiber optics and more
Here’s the transcript of this week’s Trading With Cody Conference Call Q&A. Hey everybody and welcome to the Trading With Cody live conference call, Cody Underground edition. I guess that makes it a potential podcast. Let’s jump right in with the market. The bulletins are hitting right now as I speak that that the Fed is […]
You’re being screwed, VIX explained, Nvidia, Pandora and more
Here’s the transcript from the latest live Q&A Conference Call. Welcome to this week’s live Conference Call Q&A chat discussion debate. I should try to come up with a new way to describe it, but I am not a comedian. I thought I was when I was on TV sometimes. HaHa. Thanks for being here, everyone. Any […]
Postponing the conference call PLUS Amazon vs Google
I’m afraid I just don’t feel up to doing the call after all. I can’t hardly talk without catching a coughing fit, so let’s postpone the Q&A conference call until tomorrow at 2pm ET. In the meantime, we edited some of last week’s Q&A transcript down and made into an article for Marketwatch: These days, Google […]
Thoughts on Brexit, Trump-Russia, Samsung, Artificial Intelligence
I’ve been a bit under the weather, but I’m going to tough it out and will be here for today’s Q&A phone conference call. This week’s Live Q&A will take place on a live phone conference call today at 2pm ET at this number: Dial-in: #: 641-715-0700 Access Code: 709981. You can also join us for the live […]
LA, NYC, Rock n roll and Latest Positions
I’m going to be on the road again next week, with a bunch of meetings and speech in NYC and then I’m onto LA for some meetings. No rest for the rock n roll. You’ll notice that my Revolution Investing Ratings for most of my long positions have dropped one point and some of the Revolution Investing […]
Always bet on brilliance and revolution
The volatility index $VIX has been consistently crashing to new lows for weeks now and is as low as its been in years. With the $VIX presently at $11.80 as I write this — the question might be will the $VIX ever get above 15 again? The answer is most definitely yes. Will it happen over […]