Cody Kiss & Tell: The recent market Crash-ette, Gold, Ambarella, Twitter, Bidu, Biogen and much more. August 26th, 2015.

Q: What does your GUT and sources say about this CRASH? The start of a bear market? Other? Tell us what goes through your mind? Thanks A: I think this market downturn is a crash-ette, not a full on crash. I’m not terribly surprised to finally see a 10% plus correction in the markets. One good […]

Latest Positions in Cody’s cleaned up portfolio

Though it’ll be tomorrow before I get done closing out the positions I mentioned in this morning’s Trade Alert report, I’ve gone ahead and removed them from the Latest Positions list below so as to avoid confusion. Every few weeks I sit down and go through my entire portfolio and rank each position on a […]

Trade Alert: Airing out the portfolio

One of the biggest pitfalls for most investors and traders is that they sell their winners and keep their losers. Similarly, another big pitfall for most investors and traders is holding onto legacy positions simply because they’ve owned them for a while and end up growing complacent. We are not most investors and traders and, […]

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 […]

Trade Alert: Using the mini-crash to buy some stock back

Time to do some more nibbling into what is becoming a panicky sell-off Mini-Me Crash. I’m nibbling some Ambarella AMBA common stock at $88 per share and some Apple $AAPL common stock at $108 per share here right now. And here’s a few more Q&A for you. Q. Do you think we will see a rate […]

Trade Alert: Gold miner trim and two nibbles

Markets don’t go straight up. Pullbacks happen. Fear builds. Panic selling starts. And feeds on itself. And then we put in a bottom. Stocks can fall farther. Traders who bought yesterday looking for a bounce that never came are selling today. Investors who have had big gains but now have smaller gains will want to […]

Trade Alert: A Pure Play on IoT and Cloud Networking

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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 […]

Energy bottoms, tops, fools and heros

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  I wish I saw the kind of opportunity in one of our stocks that I saw when Google was back below $500 and I kept buying more and writing about it. This is one of those times when I keep saying to wait for the right pitch and to look for new names. Stay […]

Trading with Cody Chat room highlights, articles & links August 10-14, 2015.

Trading with Cody Chat room highlights, articles & links August 10-14, 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 […]

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