This is Bill, the Chief Technology Officer for Willard Media Ventures, LLC. Cody is experiencing internet problems and won’t be able to do the Weekly Q&A today. We will therefore postpone it until tomorrow, November 1st, at 2pm EST. We apologize for any inconvenience this may have caused.
The economic, trading and investing impact of Hurricane Sandy (And Trade Alert – Trimming some LPS puts)
First things first. My thoughts and prayers go out to all those affected by Hurricane Sandy. As human beings, that is the first thing on all our minds and hearts. As professionals, we have to analyze what it means to our portfolios, if anything. There’s an old economic theorem about the “Broken Window” and it […]
Third Quarter Earnings Recap
As one TradingwithCody subscriber put it last week, “This earnings season has a lot of revenue misses and poor outlooks. Feels like things are getting better but this does not jive. Thoughts?” My response: “The real question for stock investors and traders is whether next year’s earnings for the S&P 500 will be another set […]
Trades for the week of October 22nd through October 26th
Here are my trades for the week of October 22nd through October 26th: Common Stock: Stock Action Date Initiated Time Initiated Price AONE – A123 Systems SOLD 10/22/2012 9:49am $0.17 GOOG – Google BUY 10/23/2012 10:40am $679.99 SNDK – Sanddisk BUY 10/23/2012 10:40am $43.07 FB – Facebook BUY 10/23/2012 2:33pm $19.30 FB – Facebook TRIM […]
Latest positions and two housekeeping items
Just a reminder — if you’ve gotten value out of the TradingWithCody service, don’t forget to send us some referrals. One subscriber wrote an entire article about why he’s referring people to our service and we’ve gotten a huge response. Here’s some of the nice things Steve Kim wrote in “A Hearty Recommendation: Cody Willard – Here’s […]
Trade Alert – How to play the Windows 8 roll out
Critical mass means that your business has reached a point where it has enough users and/or developers that your business kicks into a virtuous feedback loop where more users bring in more developers and more offerings from developers bring in more users. A winner-takes-all market is when only one or two or maybe three providers […]
Earnings run through
Nature never deceives us; it is we who deceive ourselves. – Jean-Jacques Rousseau Let’s run through a few earnings reports — it’s the season. DDD – reported this morning and beat and then raised forward guidance by a good bit over the Street’s consensus. Very impressive quarter, frankly. Stock is cheaper today than it was yesterday because estimates will have […]
Cody Kiss & Tell: Seeking Dividends, Seeking Alpha and Apple Earnings
Here’s the transcript to this week’s Live Q&A chat. Join me next Wednesday at 2pm EST at https://tradingwithcody.com/chat or send me an email with your question at support@tradingwithcody.com. Let’s rock. What’s on your folks’ minds? Q. Cody, could you elaborate on the That mattered game? A. I put hundreds of hours into designing, building and […]
Deep analysis on telecom spending trends
Google, Apple, Broadcom can’t catch a sustained bid. Softee’s got a lot of pressure on it Friday with the release of Windows 8 and the Surface and it’s acting sick too. Path of least resistance has been lower for the last couple weeks as I’ve been saying and at some point we’ll get a reversal […]
Trade Alert – Zig when they zag
Here’s how the mainstream media works and here’s why you can make good money by just thinking and trading as independent-minded-ly as possible: Facebook Sales Top Estimates as Companies Warm to Mobile Ads 23 Oct 2012 Facebook Inc. (FB), owner of the biggest social… Third-quarter sales rose 32 percent to $1.26 billion, Menlo Park, California-based Facebook said today in […]
Trade Alert – Two nibbles, one stemming from my initial thoughts on the iPad Mini
Seems the market wanted to see a lower price on the baseline iPad Mini. Not sure the market is right about that, as margins and earnings will be huge and the $329 is probably cheap enough to bring in most of the folks who were considering a crappy $199 Android tablet. How stupid does Softee […]
Trade Alert – Your momma says you ugly: A couple small buy backs
It’s u-g-l-y, you ain’t got no alibi, ugly out there this morning. The culprit is mostly earnings and guidance coming in worse than most analysts had expected, but the headlines will tell you instead: Dow falls 200 as earnings, Europe put Street on edge Remember last week when the markets were hundreds of points higher […]
Headlines and a couple potential trading ideas for today
Here’s some of the most important articles and headlines for every investor and trader to be on top of: With iPad Mini, Apple Continues to Sever Samsung Supply Ties and SanDisk Stock Downgraded To Sector Perform By RBC – I’m wondering if Sandisk is going to end up one of the prime beneficiaries of this Apple/Samsung break up. […]
Trade Alert – A1(23) Added Flavor to the Portfolio
Good morning and welcome back to the mountain top where you can see for miles when you actually stop to look. AONE is up another nickel this morning and we’ve now got a full triple on the trade in less than a week. Wow, that’s one to remember. I’m selling the rest of it here […]
Trades for the week of October 15th through October 19th
Here are my trades for the week of October 15th through October 19th: Common Stock: Stock Action Date Initiated Time Initiated Price DG – Dollar General COVER 10/16/2012 1:04pm $49.91 DLTR – Dollar Tree COVER 10/16/2012 1:04pm $40.74 AONE – A123 Systems LONG 10/16/2012 2:40pm $0.06 AONE – A123 Systems SOLD HALF 10/19/2012 9:51am $0.11 […]
Trade Alert: Apple Bites
Wrote this earlier: Other than that, there’s the AAPL which is still acting like it’s got the flu and the tanking that GOOG took after earnings yesterday has money flowing out of AAPL too. At least for now. I’ll probably look to add to my calls in my next tranche if the stock gets below […]
Trade Alert – Taking some profits
Lots of action this morning, but let’s not let our emotions get the best of us. I sold about half of my AONE this morning as the stock opened near 11 cents per share. It was trading near 12 cents pre-market, but I didn’t get filled until after the open. We caught nearly a double […]
Gooey Google
Google accidentally reported earnings before the close instead of after. – Here’s the SEC filing that started it all… – Marketbeat: Google GOOG -9.03% Google GOOG -9.03% Earnings Come Early; Shares Drop: Google reported third-quarter earnings of $9.03, which came in well below the $10.65 analysts polled by Thomson Reuters were expecting. Earnings fell 20% from a year ago as total costs rose […]
Rock n roll portfolio
Apple down, can’t get any sustained momentum to the upside. With today’s sell off, I’m worried that we’re going to get another whoosh down to shake out the weakhanded bulls into/around/through the event launching whatever new products are coming next week. Not changing any stance or anything and it remains my largest position, but I’ll […]
Cody Kiss & Tell: Calling the Top, DDD and FIO Volatility, AONE Strategy and the Sprint Buyout
Here’s the transcript to this week’s Live Q&A chat. Join me next Wednesday at 2pm EST at https://tradingwithcody.com/chat or send me an email with your question at support@tradingwithcody.com. First things first: Did you guys know that at the end of each calendar month, the Top Trader at http://ThatMattered.com wins a free one month subscription to […]