LA, NYC, Rock n roll and Latest Positions

I’m going to be on the road again next week, with a bunch of meetings and speech in NYC and then I’m onto LA for some meetings. No rest for the rock n roll. You’ll notice that my Revolution Investing Ratings for most of my long positions have dropped one point and some of the Revolution Investing […]

Latest Positions, family update, Boston/NYC trip

The family is doing great. Amaris is a bundle of hilarity and smiles most any time I talk to her. And her outright cracking up with chuckles when I pretend I’m a cat and purr/meow on her belly and neck is about the pinnacle of parenting. She’s gotten big enough and healthy enough that’s she […]

Latest Positions

After spending all of last week at the hospital, Amaris is back home and laughing, playing and kicking around as we love to see her do. I’m back in the saddle full-time this week and into the year-end, so expect a lot more updates, analysis, reports and a must-read outlook for how we should be set […]

The full scoop on all my latest positions

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 […]

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 […]

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