Here’s the transcript from this week’s Live Q&A Chat hosted by Bryce: Q: If you take “revolutionary” out of the equation, what number or combination of numbers make you say “wow, this stock is a strong buy”? P/E, gross margins, etc.? A: Good question, and there is no simple answer. A hard lesson I’ve learned […]
Trade Alert: Buying China + Don’t Forget This Week’s Chat
We’ll do this week’s Live Q&A Chat at the regular time today (Wednesday, January 17th) at 3:00 pm ET in the TradingWithCody.com chat room or as always you can email your questions to support@tradingwithcody.com. “The bear went over the mountainThe bear went over the mountainThe bear went over the mountainTo see what he could see The other […]
Not Investing In Endless Undeclared Wars, Tesla Phone, Solar Stock Crash, And More
Here’s part 1 of a lightly edited transcript from a 1 hour and 20 minute long zoom Trading With Cody Q&A. You can also watch the full video version of this by clicking here. Cody Willard: Welcome to an almost impromptu version of a Zoom weekly Q&A chat because GoDaddy’s failed to protect my website […]
Trump/Putin Summit, Alexa killing Siri, why tech stocks aren’t done and more
I’m in the RV with the family on our way to Red River, NM, to watch Michael Martin Murphy and camp out (no campfires with Amaris’s trachea tube still here though). You might recall I became a fan of MMMurphy a few weeks ago after hearing Spotify’s algorithms pick his 1972 tune “Geronimo’s Cadillac” out […]
Trade Alert: Today’s game plan
So, stocks are indeed getting crushed today as the world digests the possibility that Britain might be its own mostly sovereign nation once again and not a full quasi-state in the European Union. Remember when nations were just nations? As you guys know I’ve raised a lot of cash over the last year or so […]
Morning notes plus Zika Virus analysis and playbook
Employment and jobs numbers come in about as expected — some strength but not really strong. I think most data points and analysis point to the Fed still going back and cutting rates and/or creating new forms of QE this year and I don’t find that set -up very bullish. LinkedIn ($LNKD) and Tableau Software ($DATA) […]
Apple earnings and longer-term analysis
Don’t forget this week’s Live Q&A Chat at 2pm ET today at http://twc.scutify.com/members, on the TWC App, or just hit reply to this email and send in your question. Ask me anything at all about the markets, the economy, trading strategies, tech revolutions, politics, news, apps, cooking, sports, TV, books, real estate, oil — I’m […]
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 […]
Trade Alert: China/Greek/Oil selling provides chance to nibble two stocks
China/Greece/China/Oil/China Cross-currents Did you catch the 2-3% gyrations in the stock market by buying and selling stocks at the right time? Is that even possible to do for the long-term? No sense trying to game these near-term market gyrations, as they are being driving by cross-currents from China/Greece/China/Oil/China, and trying to game what headlines/policies/schemes are […]
Trade Alert: Closing time for three positions
Closing time, You don’t have to go home but you can’t stay here. – Semisonic “Closing Time” (Side note: It’s amazing what you can do by playing G-D-Am-C over and over again) I’ve got a few trades I want to make, including closing three of our existing positions, so let’s jump right in. Here are the three positions […]
A tale of two China stocks
Turns out that the Muddy Waters report hit the nail on the head. Sino-Forest lied about their assets, income, and debt in a disgusting statement of fraud. The company was essentially a giant Ponzi-Scheme and you took the bait. Sino-Forest stock was suspended from trading on August 26, 2011 by the Ontario Securities Commission. – Sino-Forest Long-Term Investment […]
Cody Kiss & Tell: Surprising 10-year stock picks, Google Glass apps, and when news is already priced in
Here is the transcript to this week’s Live Q&A chat. Join me next Wednesday at 2pm EST at https://tradingwithcody.com/chat or send me an email with your question at support@tradingwithcody.com. Let’s run. Won’t be easy. But we can get there. Rocky Runs Up the Stairs. Hoohah. Q. With the “ugliness lurking” would you wait to add […]
Cody Kiss & Tell: The Law, the banks and market psychology
Here is the transcript to this week’s Live Q&A chat. Join me next Wednesday at 2pm EST at https://tradingwithcody.com/chat or send me an email with your question at support@tradingwithcody.com. Howdy folks. Ask me anything. Q. Cody, I am hearing a lot about a big pullback in May with the last couple years having pullbacks in […]
Cody Kiss & Tell: Over the Fiscal Cliff and Robomneycare
Here’s the transcript to this week’s Live Q&A chat. Join me next Wednesday at 2pm EST at https://tradingwithcody.com/chat or send me an email with your question at support@tradingwithcody.com. Howdy folks. Let’s saddle up and ride. Q. Your article on the Fiscal Crisis seems spot on. But does that mean the GOP/DEM regime has taken us […]
Chat Transcript for Apr 11, 2012: JNPR, GOOG, FIO, Apple suppliers 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 n roll! Ask me anything. Q. Dear Cody, I read your latest book with lot of attention, as usual. I found it very inspiring. 1 small REMARK: with reference […]
Chat Transcript for Feb 22, 2012: Options, takeovers, oil 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. Q. How often are you planning to change the rating system? daily? weekly? on an event by event basis? (I am thinking of Thai flood again and how would you change […]