Don’t forget this week’s Live Q&A Chat at 2pm ET on the Trading With Cody app or at http://twc.scutify.com/members. I’ll be doing this week’s Live Chat session from the road as we’re taking my daughter Amaris to Albuquerque in our RV so that we’ll be there for her first doctor’s appointment since we got to get back […]
Trade Alert: Taking some more profits from the buys last week
Into the depths of the declines last week, I stepped up and did several rounds of buying. Recall these posts: It’s time for another fresh round of tranche buying of a little more GOOG and FSLR common stocks and I’m also going to add a couple call options on the SPY here — buying the […]
Trade Alert: Nibbling some names as we analyze the cycles
To put it bluntly, most analysts and pundits and economists are puppies chasing their own tails. There are three main types of these puppies. First, there’s the Permabear camp. These are the people who spend all their lives focusing on how inefficient and corrupt our financial as well as our stock markets are in general. […]
Trade Alert: Selling remainder JRJC puts, Markets commentary and my first two months trading
Go Home with the JRJC Profits Time to sell the last of our JRJC puts for some very nice gains. The stocks is down nearly 60% in the six weeks since we bet on the stock going down with out of the money puts. My last tranche of remaining puts now have gains between 200-300%. […]
Trade Alert: Last INVN tranche, stocks likely to rally next and Full Bubble Analysis
STOCKS TODAY The markets have no juice and have been rather volatile and down lately. But interestingly, some of our biggest positions are more than weathering the storm. Facebook, Ambarella, and HiMax are all up and at new highs, FB and AMBA both setting new all-time highs today. FB is now worth $205 billion dollars. […]
Trade Alert – Shorting a hyped up, lousy tech stock (and analysis for our wearables stock picks too)
I told you recently that I’m on the lookout for Bubbled Lousy Stocks to short. Here’s one I’m trying to short right now and am bidding on some puts dated in October and January 2015 with strike prices ranging from $12.50 to down to $10s — JRJC. It’s a crappy, hyped up Chinese Internet stock […]
Trade Alert: Trimming several recent big winners
Today is the greatest day I’ve ever known Can’t live for tomorrow, tomorrow’s much too long I’ll burn my eyes out Before I get out – Smashing Pumpkins “Today” The broader stock markets have been hitting new all-time highs all year. Corporate profits and corporate profit margins have been hitting all-time highs for several years. Confidence […]
Trade Alert and Must-Read Revolution Investing Headlines
Two quick profit-taking trades to report on this morning. I’m trimming a little bit of my MRVL and SNDK call options. I’ve got big gains in both and am only selling about 1/5 of each, but I am going to lock in some profits on these and free up more cash. It’s been a while […]
Trade Alert: Random Thoughts and Two Trims
A few thoughts to start the day. I do think it’s getting closer to being more of a time to start trimming and building up our short hedges than to be so heavily long as we have been while prices were lower. Nothing to panic over, and I think the path of least resistance remains higher, […]
Trade Alert: Insights, answers and scaling into more of one tech stock
I’ve got answers to your questions along with some good insights from other subscribers below: @Cody: Are you still recommending WDC short into Seagate earnings this tuesday? I wrote this a couple weeks ago, but let me repeat it for new subscribers or those who missed it. It’s a very important point: “Let me be […]
Cody Kiss & Tell: Poll, buying dips, oil correlation, Netflix everywhere
Let’s do a poll: Will the $DJIA see 16k or 18k next? Hit reply on this email and let me know what you think. Here’s the transcript to this week’s Live Q&A Chat. Cody opening comment: Glad we’ve still been avoiding trying to game any bottom in energy prices! My gosh. Brent oil -5.82% the […]
Is the bull market over?
Stocks getting walloped (again). Is the bull market over? If so, is the stock market telling us the economic cycle has topped and we’re heading into recession? I’ll be the first to admit that while I take a lot of pride in having launched a tech hedge fund at the bottom in 2002 and closed it […]
Trading with Cody Kiss & Tell: June 17th, 2015.
Trading with Cody Kiss & Tell: June 17th, 2015. Q: I have no gold exposure. I am looking into buying one of the major miners…most likely Goldcorp (GG). Any thoughts or a better option for gold exposure? A: I don’t like the idea of betting on a higher price of gold by investing in […]
Sandisk analysis and what I’ll do with it next
Not all of my stocks go up in a straight line. In fact, none of them do. Today my position in Sandisk is down 16%. So of course I sit here and think to myself, “I should have sold more Sandisk, I should have sold it all and locked in my triple back when it […]
Cody Kiss & Tell: Path of least resistance plus stock q’s and a’s
Yo, let’s rock. Ask me anything. We are hard at work on the new, upgraded version of TWC that will also have an app for your iPhone and Android. Q. OK, market has been bubbling; we are in the last week before labor day; what do you see as the path of least resistance for […]
Cody Kiss & Tell: Howdie doodie time
Transcript for this week’s Live Q&A. Join me next Wednesday at 2pm EST at https://tradingwithcody.com/chat. It’s howdy doodie time! Hit me with anything. Q: Cody, I’ve been having most of my spare time taken up with family health, major house problems, etc. and have had trouble getting on the computer to monitor the market and, […]
Subscriber Chat Room Archive (March 13th – March 19th)
Here is the past week’s discussion from the TradingWithCody.com Subscriber Chat Room: eryba1 March 16, 2014 – 5:06 pm @JSmith: I will try to do my best. Selling what we bought if we see greater downside ? Let’s see how we open Monday morning. We could gap up leaving us stuck if u were looking […]
Subscriber Chat Room Archive (February 27th – March 5th)
Here is the past week’s discussion from the TradingWithCody.com Subscriber Chat Room: eryba1 February 27, 2014 – 8:11 am First Solar upgraded at Baird FEB 27, 2014 | 7:36 AM EST FSLR was upgraded from Neutral to Outperform, Robert Baird said. $67 price target. Company is a market leader and should continue to improve its […]
Subscriber Chat Room Archive (February 20th – February 26th)
Here is the past week’s discussion from the TradingWithCody.com Subscriber Chat Room: JSmith February 20, 2014 – 7:29 am @eryba1: what is your take on the FB purchase. Seems like a lot and initially people don’t seem happy. JSmith February 20, 2014 – 7:30 am looks like Apple was downgraded along with FB. […]
Subscriber Chat Room Archive (February 13th – February 19th)
Here is the past week’s discussion from the TradingWithCody.com Subscriber Chat Room: Johan February 13, 2014 – 8:25 am I’m happy I stayed with my NVDA positions since Cody´s recommended. I did not sell when Cody closed his positions and I really believe Nvidia is good for long. They are in the begining of nice […]