Cody’s Latest Positions Round Up

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 […]

Latest Positions Round Up

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 […]

Latest Positions with Ratings and Analysis

Here is a list of latest positions with updated commentary and ratings for each position. You’ll note that I lowered the Revolution Investing Rating for several of our long positions by one notch. That shouldn’t be terribly surprising as you’ve seen me do some trimming and hedging in the last week as stock prices have […]

Latest Positions Rundown

Here is a list of 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 1 […]

Cody’s Latest Positions

Here is a list of latest positions with updated commentary and ratings for each position. I note that I’ve lowered five of my long positions to one notch and raised two short positions one notch, which underscores the fact that I’m just not seeing any reason to be rushing into this market right now. I’ve broken the list […]

Latest Positions and new ratings

Here is a list of latest positions with updated commentary and ratings for each position. I note that I’ve lowered five of my long positions to one notch and raised two short positions one notch, which underscores the fact that I’m just not seeing any reason to be rushing into this market right now. I’ve broken the list […]

Cody’s Latest Positions with updated ratings, commentary and analysis

Stocks are up a little bit this morning. I’ve got at least a couple new names that I’ve been working hard on and are getting closer to adding to the portfolio. So stay tuned for that. But in the meantime, here is a list of latest positions with updated analysis, commentary and ratings for each position. […]

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, […]

Analysis and ratings for Cody’s Latest Positions with earnings updates

According to my notes below, so far this earnings season, we’ve had 9 companies report “strong earnings report” and 8 of those stocks have rallied to new recent or even all-time highs. We had one “okay” report in Sony and three laggard reports in Twitter, Whole Foods and F5. Every few weeks I sit down and go […]

Full rundown and analysis of each of Cody’s Latest Positions

Will we ever retest the August lows when the $DJIA was in the mid 15,000s and every stock on the planet was seemingly marked down 10-20% in a single day? I want you to stop everything you’re doing and remember what it felt like back in mid-August when the DJIA was down 200 or 300 points […]

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