First, make sure you download the Futr Messaging App, and use the “Find” function to search for “Cody” and Follow me on Futr. I’ll be sending out some 1 minute video clips with some fun/funny markets, stock, political and other commentary to my Futr followers. Don’t worry, it’s not a requirement and I won’t be […]
Trade Alert: Yandex/Pandora pair trade and Full Netflix Analysis
Here’s a pair trade idea I’m working on right now — buying $YNDX Yandex common stock and pairing it with a short $P Pandora common stock. Yandex is up 20% since I flagged it as looking like it was finally bottoming around $14 or so, and I think it’s headed back into the $20s and […]
Trade Alert: How I am playing the biotech sector right now
Don’t forget to join me for this week’s Live Q&A Chat at 2pm EST today at http://twc.scutify.com/members/. Also, please take this survey I created to help us make Trading With Cody even better. Thanks again for being a subscriber and part of the TWC community. Trading With Cody subscriber survey http://goo.gl/iJ2e3m Let’s talk markets and direction here. […]
Trade Alert and please take Cody’s survey
I was on the road for doctor visits the last couple work days and got back last night. I’m back full-speed again today, but please bear with me as we have a few more doctor visits that will require some travel in the days and weeks ahead before my second daughter is due in July. I’m […]
Trade Alert: New basket of security stocks
You’ve all seen the headlines and many of you have been victimized by the exploding world of hacking. Target, Best Buy, American Express, ApplePay — they’ve all been in the headlines lately for being on the wrong side of hackers who steal their customers credit cards, identities and other nefarious (and more important to us) […]
Trade Alert: INTC, BKS and AAPL updates
Ugly open, to say the least. I’ve been waiting for a sharp sell-off to put some money back to work, now looking at my Watch List and Longs for some slow motion scaling in and maybe a cover of a short or two. And to start with, I’m nibbling on some Intel common stock. Intel’s […]
Trade Alert: Nibbling on fast food puts and other notes
TRADE ALERT I’m going to start slowly but surely scaling into a few McDonald’s $MCD puts. I’m using puts instead of common stock because the premiums on the puts are negligible and by using put options, I am limiting any losses to the small amount of capital I’m using to buy these options. I’m buying a […]
How the Apple Watch changes everything (PLUS Trade Alert: BKS)
Barnes and Nobel BKS up 7% today on news that they’re going to spin off their college books business. Remember when the stock popped and later crashed when BKS announced they would spin off their Nook business? I think this is a similar set-up here. That said, I’m about sick of the losses on this […]
How Apple got to my $1000 per share target (and Trade Alert: Solar profits)
First Solar making a big move today, and is now up nearly 50% from its recent lows. More on the FSLR, $SPWR deal, as both stocks are up 15%+ today on news they are in advanced negotiations to form a joint YieldCo vehicle (the YieldCo) to which they each expect to contribute a portfolio of […]
Trade Alert: Taking big profits on SYNA, TWTR (and random thoughts)
Have a great weekend, everybody! Well, I blew it on the Intuit. Main reason that $INTU is up today despite the ugly earnings report and lowered guidance — I think we weren’t the only ones betting against the company thinking that the earnings and guidance would be even worse apparently. It’s why I called the trade […]
Trade Alert: INTU (and full report on Gold vs Oil for the next five years)
For the more aggressive traders of you out there, take a look at buying some $INTU Intuit puts into the earnings report tonight. I think the TurboTax competition has heated up and as one of our TradingWithCody members noted a couple weeks ago: $INTU TurboTax site is down right now…middle of tax season…on top of […]
Trade Alert: Apple trim and analysis for each of the portfolio positions
Five years ago when the Greece-contagion EU/Euro Financial Crisis first started rearing its ugly head, I used to write that I’d prefer to see the EU/Euro collapse as it has failed to create any prosperity but has been used as a means to prop up central banks and corrupt corporatist governments in Europe. I’ve always […]
Trade Alert: Some SYNA profits and 3-D printing a big egg
A couple trades I’m making: I’m going to trim about 1/5th of my Synaptics call options that we’d bought before the earnings report. I’m up more than double on them and I’ve also got a pretty good-sized position in SYNA common stock which is also up nicely. I’m selling my Stratasys. Mea culpa. 3-D printing […]
Trade Alert: Second tranche of this sector ETF
Don’t forget to join me for this week’s Live Q&A Chat at 2pm EST or send me your at support@tradingwithcody.com and I’ll include it and my answer in the transcript from the chat. I’m doing a second tranche of the Financial Sector ETF $XLF puts, to help further hedge the portfolio in this time of […]
Trade Alert: Taking profits on half of my $GOOG call options
Trim, tranche, ebb and flow. Keep it steady as she goes using the playbook we’ve developed of scaling into and out of Revolution Investments as we get opportunities over time. Back on December 18, I wrote: “I am buying a small first tranche of call options in GOOG, dated out into January 2016 with strike […]
Energy crash’s impact on the economy, Fully updated SSYS analysis PLUS Trade Alert: Trimming more AMBA
I’m going to trim another 10% of my Ambarella position after seeing it hit yet another all-time high this morning. The stock is down a little bit now on the day but I am going to go ahead and trim it down just a little bit more as it is one of my biggest positions […]
Trade Alert: Scaling into two of my favorite tech stocks
Last week, I’d noted that I’d want to scale into $GOOG below $490 and into $SNDK below $90. We’re here. I’m following my playbook. I’m scaling into a 1/6th size tranche position in GOOG common stock. I’m scaling into a 1/5th size tranche position in SNDK common stock today too. We’ve owned both of these […]
Oil’s least expected outcome PLUS Trade Alert: Syna nibble
I’m going to buy a third tranche of Synaptics here. This will get $SYNA to about 3/5 of a “full” position for me in this name though it’s still one of my smaller positions as I’m still continuing to build it per my playbook of scaling into my stock picks over time. Now onto today’s […]
Trade Alert: Adding to Synaptics PLUS analysis on Sony and Facebook
I heard you on the wireless back in Fifty Two Lying awake intent at tuning in on you If I was young it didn’t stop you coming through They took the credit for your second symphony Rewritten by machine and new technology and now I understand the problems you can see I met your children […]
Trade Alert: Trimming my two biggest positions
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