Something’s wrong with the Trading With Cody Chat Room server. Let’s reschedule this week’s Live Q&A Chat for Friday at 9am ET. You can also, at any time, just send me any questions you might have and I’ll reply to you directly and include it in the transcript when we send it out. Synaptics is […]
Trade Alert: Take some profits into the euphoria
We bought panic when we had the chance. Now we sell into the euphoria. I remember back two years ago, a couple months after Amaris was born and I rented a house in Albuquerque for my family so we could be close to the UNM Hospital. It was a very stressful time. Meanwhile, every day […]
Cody Kiss & Tell: Poll, buying dips, oil correlation, Netflix everywhere
Let’s do a poll: Will the $DJIA see 16k or 18k next? Hit reply on this email and let me know what you think. Here’s the transcript to this week’s Live Q&A Chat. Cody opening comment: Glad we’ve still been avoiding trying to game any bottom in energy prices! My gosh. Brent oil -5.82% the […]
Trade Alert: AAPL options, FFIV, and reviewing the playbook
Well, many stocks, including (especially?) technology stocks have been smashed in the last few days. Let’s look at some charts for some perspective. Looking back over the last, say, three months, you can see that some of our biggest long positions have been up nicely, while I’ve also unfortunately ridden some losers lower: Our shorts, […]
Trade Alert: Four tranche buys, two trims
I’m going to make a few trades here today. Remember when the DJIA was down 1000 and hit its August lows and I wrote: Just scale into some more long exposure while others are panicking. That’s exactly what I’ll be doing this morning as I nibble on some of my highest rated stocks. I’m not […]
Trade Alert: Biotech microcap buy and a biotech ETF short
There’s a lot of consolidation out there in the broader markets and in technology in particular and in semiconductor stocks specifically. Two of our own positions, EZCH and SYNA are up big in the last week on consolidation moves. EZCH is being bought by an Israeli competitor and SYNA turned down a $108 offer from […]
Trade Alert: Taking profits on EZ Chip and update on Synaptics
Don’t forget this week’s Live Q&A Chat at 2pm ET on the Trading With Cody app or at http://twc.scutify.com/members. I’ll be doing this week’s Live Chat session from the road as we’re taking my daughter Amaris to Albuquerque in our RV so that we’ll be there for her first doctor’s appointment since we got to get back […]
Trade Alert: Short move PLUS Internet of Things and GoPro vs AMBA
1. First a quick Trade Alert – Pandora is up 6% on rumors that it won some sort of another ruling in its endless quest to pay as little as possible in royalties. One of the main reasons I’ve been short Pandora is because it’s in all this litigation over how much and how often and […]
Trading with Cody Weekly trade summary, articles & links
*Please be sure to stop into the Trading with Cody chat room during the trading week. Exchange ideas / catch up for a few minutes with other members of the TWC community and ask our LIVE portfolio manager any questions. *As always mark your calendars for Wednesday’s 2pm LIVE chat with Cody, where you can ask […]
Congrats…Now what? Stay cool.
Well, that’s why we do what we do. We sell euphoria. We buy fear. In my twenty years on Wall Street, I’ve only seen maybe two handfuls of days like this where you can make 15-30% in high quality, blue chip stocks — in a single day’s session. The stocks I went out and bought this […]
Trade Alert: Scaling in amidst the panic
Remember just 32 days ago, I wrote this: We have a lot of stocks up big today, which has been a recurring theme for our portfolio during earnings season so far. Many of our biggest positions are at or near all-time highs. If you haven’t done any trimming, consider doing so. Maybe 10-20% of some of […]
Trading with Cody, weekly trade summary, articles & links August 17-21, 2015.
*Please be sure to stop into the Trading with Cody chat room during the trading week. Exchange ideas / catch up for a few minutes with other members of the TWC community and ask our LIVE portfolio manager any questions. *As always mark your calendars for Wednesday’s 2pm LIVE chat with Cody, where you can ask […]
Trade Alert: A Pure Play on IoT and Cloud Networking
I’ve got a new name I want to start scaling into. I’ve been working on this name since I met up with one of my old idols, George Gilder, back a few weeks ago when I MC’d the San Francisco Tech/Biotech Money Show. The company is one of the single purest plays on the Internet-of-Things movement and […]
Chat Transcript for May 23, 2012: Facebook, Apple suppliers, is Greece priced in? And much 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. Let’s rock! Q. What are your thoughts/opinion regarding Aruba Networks (ARUN)? A. At 52 week lows and trading at less than 20x next year’s earnings, ARUN at $14 is interesting. FFIV […]