• Skip to main 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

Your phoneless future, Blackberry Delphi, INTC, JPM, BAC and Pearl Jam

September 21, 2017 by Cody Willard

The thing about the LTE Apple Watch is that it’s a major step towards a “phoneless” future. That is, in five years or ten years, the Apple Watch and other smartwatches will have so many features, capabilities, display options and every app/data/content you want will be so completely cloud-based that the teenagers and 20-somethings of that time won’t even bother owning a tradtional “smartphone.” People won’t talk about peak cable TV and cord-cutting any more. They’ll talk about peak smartphone and smartphone-cutting.

I’ll have more on this concept in coming days and months, but it will be largely driving by The Voice Revolution and the companies that are driving it.

Here’s the transcript from this week’s Live Q&A Chat.

Q. First question: I am in the IAm Cody app. How do I listen to the livestream? (I am over 30)

A. Steve, you need to swipe left until you get to the broadcasts screen on the app.

Okay, I have joined you.

Q. What is causing you to add to $INTC today?

A. Intel, I’m buying more now because I’m still just slowly building up the position and will nibble a little more again, probably, soon. I don’t like to buy all of a new position all at once and I actually don’t mind the stock dropping some after my initial purchase. Intel is slightly up from my first tranche, but it’s time to just nibble on a little more as I’m trying to build this position up over time. Intel is likely

Q. Do you like XLP Consumer Staples Select ETF and/or XLI The Industrial Select Sector ETF?

A. I always tell people that when it comes to ETFs, that it’s lazy way of investing. Because you’re not having to pick individual stocks. That said, I probably like XLP I like better than XLI because china is investing heavily in industrial verticals and margins for the rest of the world in those “industrial verticals” will be hit. Meanwhile the “Staples” sector of the economy will see hundreds of millions of more people lifted out of poverty and buying branded toilet paper and other staples. All that said, I’d much rather invest in truly Revolutionary ideas such as The Voice Revolution — it’s a little more exciting than The Toilet Paper Revolution or The Steel Revolution from 100 years ago.

Q. What about BAC and JPM?

A. I’m not a fan of big bank conglomerates. Much prefer regional banks, but I don’t invest in banks at all. I do sometimes short banks. Giant banks today are still so dependent upon emergency measures and subsidies from the government that I don’t like or trust their business model.

Q. Fed and Yellen tightening, does it matter?

A. It matters, but not for the reason most people think. Yes, it matters, but Flip It. For the long the last the more than two decades, whenever the Fed is in a tightening cycle, the market has typically risen and sometimes gone into bubble territory. Next month’s Fed move or lack thereof is a mostly distraction.

Q. Nice move this afternoon for BBRY on Delphi announcement….I believe Delphi also has an analyst day coming up so do you think there will be more to this strategy that could be the beginning of a run for BBRY.

A. Yes, it’s great that Blackberry is partnering with Delphi to create a self-driving car platform- that’s exactly what we’ve been wanting to see. That said, that’s just pudding for now. We need to see some proof that these new initiatives for Blackberry are actually developing into some products that sell! Over the next six months we will see if Blackberry’s car division gets back on growth or if it’s going to fall to the wayside like Blackberry phones did. Blackberry’s security-focus on their phones do provide some potential for a return to growth in that sector for the company too, of course. Especially as the demand for secure communications and cybersecurity grow in coming years. But again, we need proof!

Q. You recently dropped ambarella to a 6 due to disappointing earnings. Can you expand on your thoughts going forward?

A. Talk about needing proof in the pudding. Ambarella has not established that it truly can succeed away from the former important and now horrible customer to have — GoPro. Amba could be an M&A, though I would have thought someone would have already it bought, and more importantly, there’s potential demand for Amba components in all kinds of Revolutionary sectors like Robotics and iOT and self-driving cars and drones. But where’s my proof? Ambarealla probably has but two more earnings reports to prove they can get back to big topline growth.

Q. Speaking of NVDA, I wonder what Andrew Left’s latest position is.

A. $NVDA and Andrew Left. I think he covered for a few pennies before the latest NVDA rally steam roller steam rolled.

Q. Hi Cody- Your 3 favorite rock bands and favorite Pearl Jam song?

A. Toughest question of the day: Top 3 bands: Beatles, Led Zep, Pearl Jam. Top 3 PJ songs: Rearview mirror, Corduroy, Alive.

Q. Awesome to see PJ made your top 3!! My 2nd daughters middle name is Pearl. Have you seen them live? If not, they might get bumped to 1 on list once you see them

A. I’ve seen PJ several times live. Recently saw Eddie in a club in Boston for four hours with 500 people. See pic below.

 

 

 

 

Related posts:

Quick bulls, what’s the bear case?!  And...
Here's a run down of my positions,  in a...
Chat transcript from tonight's special edition chat: Cycles, Hedging, Momentum and more
Cody Kiss & Tell: 3-D Printing Stocks, Sitting on FB, and BitCoin is on Scutify
I plan to continue to find, cite and buy...
  • 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.

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