As I noted in today’s chat, I’m officially going off grid and out of the country to a remote location for R&R after I marry my dream girl this coming Saturday. I’ll be back on January 28, full speed though. I’ll probably have a post or two before I the big day, including a “Latest […]
In Philadelphia today
I’m actually in Philadelphia today speaking to the Philadelphia institute of internal auditors. 600 people and lots of interesting discussions about fraud, Wall Street and corporate America in general. The markets are traditionally strong during Thanksgiving week for whatever reason. It appears that such is the case this week early Monday morning as the futures […]
Trades for the week of July 16th through July 20th
Here are my trades for the week of July 16th thru July 20th: Common Stock: Stock Action Date Initiated Time Initiated Price MS – Morgan Stanley Short 7/17/2012 1:16pm $14.15 JPM – JPMorgan Chase Short 7/17/2012 1:16pm $34.75 PNC – PNC Financial Cover 7/17/2012 1:16pm $61.51 MBI – MBIA Cover 7/17/2012 1:16pm $10.49 Options: Stock […]
Still in a holding pattern
Communications are spotty here near the Little Bear fire. There are now more than 220 homes that have burned but my home is still indeed standing. Markets are up gently this morning and I am still in a holding pattern trading wise for now. I don’t know if I will be able to do the […]
Trades for the week of May 28th through June 1st
Here are my trades for the week of May 28th thru June 1st: Common Stock: Stock Long or Short Action Date Initiated Time Initiated Price RVBD – Riverbed Long Sell 5/29/2012 4:00pm $16.90 JNPR – Juniper Networks Long Buy 5/29/2012 4:00pm $17.45 FFIV – F5 Networks Long Buy 5/31/2012 10:00am $100.31 FFIV – F5 Networks […]
Our official playbook is still the way to go
Markets are rocking already. Brand new week. We get 20% less trading this week than in most weeks which can often lead to volatile markets. The nasdaq is now up almost 100 points since last Monday’s panicky open when I finally agreed with the panicky assessment. That means the broader tech index is up nearly […]
Chat Transcript for May 2, 2012: Panick vs. non-panicked dips, ZNGA, FIO, and more
Here’s the transcript of today’s chat. See you next week at 2pm EST at https://tradingwithcody.com/chat for more Q&A where you can ask me anything. Q. Hi Cody, any opinion on MRVL here? The stock seems way too cheap! A. I owned MRVL a few months ago and didn’t make a dime on it, but it […]
Six Web Bubble 1.0 Stocks and Why I’m Watching Them
The best way to get a macro view is to assimilate as much data as possible. I know oil traders who track the number of construction cranes sold worldwide as an input in their crude demand models. And sometimes the best data comes from companies that are leading indicators of the broader economy. That’s why […]
Chat Transcript for Apr 25, 2012: Psychological scars, health care fallacies, and much more
Here’s the transcript of today’s chat. See you next week at 2pm EST at https://tradingwithcody.com/chat for more Q&A where you can ask me anything. Hi guys, let’s rock n roll. And by the way, if you want your profile picture to show here in the chat room and in the side bar chat on TradingWithCody.com, […]
Chat Transcript for Apr 18, 2012: FFIV Earnings, RVBD, GRPN, JNPR and more
Here’s the transcript of today’s chat. See you next week at 2pm EST at https://tradingwithcody.com/chat for more Q&A where you can ask me anything. Okay, guys, hello. Let’s rock. Q. FFIV? A. FFIV FFIV FFIV. Oh, man, when I get as many questions and opinions about an individual stock as I am getting about FFIV […]
Chat Transcript for Mar 28, 2012: Apple suppliers, the RIMM report, AMZN, LVLT and much more
Here’s the transcript of today’s chat. See you next week at 2pm EST at https://tradingwithcody.com/chat for more Q&A where you can ask me anything. Q. HI Cody. what do you think about AAPL suppliers like BRCM, QCOM, SWKS, CRUS? Are they worth investing ahead of earnings? Thanks! A. I sure like your logic in looking […]
Bubbles blowing in the economy
Yesterday on TradingWithCody, I wrote about investing for the coming bubble . Don’t Fight The Fed has become Don’t Fight The Ben. Even with corporate cash at all-time highs, margin expansion, a stock market back near the peak, none of it seems to deter the Chairman from keeping rates below rock-bottom. So the “rational” investor, […]
Going long on the cloud
Just when I thought I was out, they pull me back in. I was really hoping Greece would have been all wrapped up with it’s fraudulent bond-exchange by now, but a couple creditors, who crazily enough insist on getting paid back, have been given till March 23 to comply-or-die. But no matter, we keep it […]
Moving on from the gold short for now…
Investing well is as much about selling as it is buying. Sometimes you have to take profits. Sometimes you have to stop yourself out on a losing position despite your high conviction level.Investing well is as much about selling as it is buying. Sometimes you have to take profits. Sometimes you have to stop yourself […]
Everybody was apparently set up for a big “relief” rally one a “debt deal” was completed…
Did I mention ugly? No other way to describe today’s nasty sell off. Everybody and their mother was apparently set up for a big “relief” rally one a “debt deal” was completed. So the market did exactly the opposite and collapsed as the selling fed upon itself. Lucky to be in cash indeed. I didn’t […]
What is Cody planning to do with his LPS short into their report tonight…
Email from one of our subscribers: I wanted to send Cody an email regarding LPS and heading into the earnings report tonight. What is he planning to do with his short? — Well, I’m holding my short in this name steady. LPS was one of the five worst performing stocks on the NYSE last quarter […]
The company also recently warned that these very issues…
I get some pretty vicious comments on my blog at Marketwatch.com, just as I’ve gotten nasty comments on every public forum I’ve ever been a party of, from my days at TheStreet.com, Financial Times, Fox Business, CNBC, and so on. (For what it’s worth, the only exception would probably be when I got nothing but […]
Ciena will likely be down…
Ciena will likely be down 5% or more early tomorrow morning after one of its suppliers, FNSR, just blew up after hours by guiding estimates for next quarter’s sales and earnings down big time. I bought 1/10 of how much I’ll eventually want to own and will probably by another 1/10 slug tomorrow and perhaps […]