115 years of inflation, highest rated stock picks right now and other notes


It’s an early close at the stock markets today, but stocks are indeed trading and the prices they quote today are as real as on any other day. The Shanghai Composite Index SHCOMP fell 5.5% to 3,436 wiping out Shanghai’s gains this month. Chinese stock markets are still down 40% from their peak in June and up […]

Cody Kiss & Tell: Markets, cycles, Expedia, YELP, Apollo and more

Here’s the transcript from this week’s Live Q&A Chat. have a great Thanksgiving, everyone. Q. Only a handful of stocks that carry this market, i.e. the Nifty Ten. Are you concerned this will end badly like many times before? A. I’m quite positive that the markets will crash several times again in my lifetime and that […]

On being thankful and other highlights

Morning folks, happy T-eve day. Stock markets are flattish, oil down, gold flat. Volume and attention paid to the paid to the markets this week will be low. I’m thankful for a lot of things, like my family. And for: *the miraculous healing and growing that my youngest daughter Amaris has done *all the doctors and […]

Trade Alert: One sell, one nibble

Twitter and Fitbit are two of the few stocks that are down in the portfolio, and let’s address each of them today. Twitter’s user growth has stalled and the company’s doing everything they can to get it growing again. Periscope is going to be huge and is growing steadily but it’s not generating any revenues for the […]

Cody’s Portfolio with ratings and analysis for each stock

What a wild ride this year has been. So many hedge funds and mutual funds and money managers have been destroyed in energy. Even those who avoided energy’s collapse have panicked at the bottoms and bought stocks at the tops. A slow down in China, a panicky mini-crash in global stock markets in late summer, […]

Stock picking, investing and trading ain’t easy

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I have worked my butt off and taken a lot of risks and made a lot of predictions and put my money where my mouth is when it comes to our stock picks. I’ve made a lot of mistakes along the way, and we’ve certainly had a few picks that we lost money on over the […]

Notes and analysis from NYC

I was in NYC for three days and met with many of my old contacts, friends, colleagues and several people who wanted to talk about their businesses and mine. I stopped by and had my sesame seed bagel with cream cheese, large coffee with milk and a bottle of fresh squeezed orange juice at the same […]

Full speed in NYC

I’m in NYC on business and have been running around this city full-speed since I got here. You forget how much more walking you do in this city than in most any other until you get here and your legs are all sore on the second day. Already had a couple sit downs with key […]

What the Paris attacks mean for our portfolio

The terrorist attacks in Paris on Friday night are something we need to discuss. First off, my heart and prayers and best wishes go out to all the victims who died and lived through that attack. Second, since this is my job and because my family’s livelihood and our own money is at work in […]

Trade Alert: Tranche buy, FIT secondary, AMAT earnings and more

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First off, I’m adding another tranche of FFIV while it’s down today at near 52-week lows. The company is becoming an increasingly important player in the network security industry and has refreshed updates in its product lines about to hit in 2016 which should really drive growth in 2017 after their customers test out and […]

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