The deep and wide on my Latest Positions

Jim Cramer taught me that I should review my portfolio constantly, weighing the risks and potential rewards of each position on a regular basis. You almost want to treat each position as if you were thinking about having to buy (or short) it afresh each time you look at it. That’s the long and short […]

Latest Positions: Notes, analysis and ratings

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 […]

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, […]

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