• Skip to content
  • Skip to secondary menu
  • Skip to primary sidebar
  • Skip to footer

Trading With Cody

Long-term Revolution Investments and Real-time Trades from Cody Willard


  • Twitter

  • YouTube

  • iTunes Podcasts

  • SoundCloud
  • Trade Alerts
  • Latest Positions
  • All Archives
  • Chat Room
  • Books
  • About/FAQ/More Info
    • Testimonials
    • FAQ
    • Contact
    • Privacy Policy
    • Support
    • Money management services
    • Public Speaking
    • Cancellation Policy
    • Login

A few names I’m working on today

March 12, 2015 by Cody Willard

I’ve added F5 Networks to the TradingWithCody Watch List (see it at: https://twc.scutify.com/members/stocklist.html) and I’m trying to decide between it and Palo Alto Networks. Doing some homework on both, and will probably look at to add one of the two next week when I finish making some calls and researching them further. Let you know if and when, of course.

On the other hand, there’s CyberArk, which is also in the networking/app security business and one that’s growing very fast. But Cyberark’s management just killed any interest I might have had in looking at it along with FFIV and PANW.

$CYBR pulled a $GPRO — doing a secondary for their shareholders but not for themselves. I like buying companies that do secondaries when their stocks are thru the roof…but only if the company actually gets the money from the secondary to bolster the balance sheet: “All of the shares are being sold by CyberArk’s shareholders. The Company will not receive any proceeds from the sale of these shares.”

Speaking of GoPro…Is $GPRO busted? Is it at least buy-able for a contrarian short-term countertrend bounce? I don’t think so, personally. Why not just stick with $AMBA which supplies GoPro with their HD chipsets for the wearable cameras…along with supplying GoPro’s competitors, including Huawei. Not sure I’d want to plow into$AMBA all at once here, but I’ve owned it since the low $20s and plan to own it until/unless it stumbles or trends change.

 

 

Meanwhile, Intel warned this morning and the stock is back down to where it was when I nibbled on it earlier this week. I’m not adding again yet, but I probably would look to buy another tranche if INTC falls into the high $20s.

“Intel Slashes Revenue Outlook, Noting Lower Demand For Desktop Computers. Intel lowered its first quarter revenue outlook on Thursday, saying demand is weaker than expected for business desktop computers and invent…” $INTC

 

Related posts:

Please Answer Our Poll: The hardest trade to make
Subscriber Chat Room Archive (November 7th – November 13th)
In the short-term here...
Using the weakness as an opportunity to ...
A flattish open!  Stop the presses, it's...
  • Twitter
  • YouTube
  • iTunes Podcasts
  • SoundCloud

Filed Under: Trading

Disclosure: At the time of publication, the firm in which Willard is a partner and/or Mr. Willard had positions in some of the stocks mentioned above although positions can change at any time and without notice.

Reader Interactions

Primary Sidebar

Must Read Articles (Free)

How To Invest In Business Models From Outer Space
Everything You Need To Know About Cryptocurrencies

You are not currently logged in.








» Register
» Lost your Password?

Subscribe now. You can cancel at anytime.

Buy with Crypto

Footer

This does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or cryptocurrency or token any other product or service by Cody Willard or any other third party. Furthermore, nothing in this is intended to provide tax, legal, or investment advice and nothing in this should be construed as a recommendation to buy, sell, or hold any investment or security or cryptocurrency or token or to engage in any investment strategy or transaction. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.

Copyright © 2023 · Magazine Pro on Genesis Framework · WordPress · Log in