Last week before LinkedIn.com came public, I’d said that it would likely pop huge from the IPO pricing of $40ish and that it would eventually grow into even an $80 per share valuation. By the time it opened that morning and had spiked from the $45 pricing to over $120 intraday, I wrote that […]
With LinkedIn.com now over $120 a share …
With LinkedIn.com now over $120 a share (it was priced at $45 last night and opened at $80 today!), I just checked to see if I could locate a borrow on some shares to see about shorting some for a short-term trade. Alas, I can’t get my hands on enough of this brand new issue […]
So LinkedIn.com is coming public and hol…
So LinkedIn.com is coming public and holy cow is the mainstream media hyping the heck out of it. Every major news outlet is breathlessly explaining how the IPO was originally priced in the low $30s last week, then upped to the mid $40s earlier this week and how it priced at the highest end of […]
Tesla’s Autonomy Moment (And How It Might Effect Uber)
Bryce here. Cody is on the road this week, so I’ll be hosting the Live Q&A Chat this week at the regular time (3:00 pm ET on Wednesday, April 10, 2024) in the TradingWithCody.com Chat Room or you can email us at support@tradingwithcody.com. After Cody downloaded the latest full self-driving (FSD) software for his Tesla, […]
Trade Alert: Dell (Plus Suggested Readings For Bubbled and Troubled Times)
Here are a few books to read while the stock charts remain mostly parabolic and we are probably somewhere in the midst of a blow-off top Bubble Books we bought. A Short History of Financial Euphoria (Penguin Business) by Galbraith, John Kenneth Lords of Finance: The Bankers Who Broke the World by Ahamed, Liaquat Technological […]
Trade Alert: Hedges, Dumbest mistakes under 30s make, Contrarian indicators & much more
I have to admit that this week’s Live Q&A Chat was full of questions that were ebullient and free of worry. I think it might be time to nibble a few index put hedges here. I’m nibbling a few puts in the usual suspects, including SMH, IGV and SPY. Strike prices that are about 5% […]
Cody’s Latest Positions: Equities, gold, cryptos and so on
Here is a list of my latest positions with updated commentary and ratings for each position. I’ve broken the list into Longs and Shorts. And from there, I’ve broken down each list into refined categories in order from the largest positions within each category to the smallest. I also give each stock a current rating […]
Ivanka Trump, Tony Hawk, KISS, venture-like stocks, Crypto dandelions and more
Here’s the transcript from this week’s Trading With Cody Live Q&A Chat from the Trading With Cody Chat room. Q. It is hard to keep up with all the reincarnations of Q & A Chat and The Cody Willard Show. A. We’re going to start doing the Trading With Cody Live Q&A Chat each Tuesday […]
Snap 2017 vs Facebook 2012: Big differences
Markets flattish to down again today. Not sure we’re headed for an immediate correction, but the upside does seem a bit exhausted for the near-term at least. Drug stocks getting hit on Trump talking about pricing. Pandora getting smashed again today, as has been the case lately. I think it’s headed lower still. Same with […]
Analysis: Trading Plan, Hubspot, Banks, National Debt
Market Set-Up and Trading Plan Markets are getting hit today and this recent sell-off action is starting to make the bulls and longs wince at little bit. You know that I’m generally bullish about the next year or so as earnings, the economy, the Fed cycle and the stock market set up/sentiment seem to point […]
Analyzing Apple Afresh
First a quick note about the big tech deal this morning: Interesting that even with the 50% premium that $MSFT is paying for $LNKD today, $LNKD is still selling itself for 25% less than its all-time high reached several times over the last few years. Twitter’s spiking this morning on the idea that this Microsoft for LinkedIn […]
Revisiting the App Revolution
Come meet me right now for this week’s official Live Q&A Chat in the Trading With Cody Chat Room and on the Trading With Cody app or email me your question and I’ll include it in the transcript later. Today’s report: Are people facing App Burnout? Yes. Are a lot people using Facebook less today than they […]
Morning notes plus Zika Virus analysis and playbook
Employment and jobs numbers come in about as expected — some strength but not really strong. I think most data points and analysis point to the Fed still going back and cutting rates and/or creating new forms of QE this year and I don’t find that set -up very bullish. LinkedIn ($LNKD) and Tableau Software ($DATA) […]
Predictions for the Iowa caucuses and market notes
What’s up with you all to get this week started? Anybody nervous or otherwise feeling emotions about your portfolios? Hit reply to this email or join me in the Trading With Cody Chat Room here or in the Trading With Cody app and let me know what’s on your mind and what you’re feeling. It’s […]
Who’s scared, Charlie Munger, Fitbit update, and more
“I’m bullish on Amaris.” – Quote of the day is by @deadaphids in the Trading With Cody Chat Room. Thanks for the kind words and I agree as I’m bullish and long call options on both my daughters! I was on my Amaris duties last night. I spend at least half the night with her about 4 nights a week. Who’s […]
Revolutions everywhere and how to invest in them
Click here to download the Futr Android or click here for the Futr iPhone app. First, let me remind you to join me in Vegas in three weeks as I’ll be speaking three times at the Las Vegas Money Show: Wednesday, May 13, 2015 2:30 pm – 3:00 pm Using Social Networking to become a better investor Wednesday, May 13, 2015 4:15 pm – 6:15 […]
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: 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 […]
Upcoming appearances, speeches and other notes
I’ve got a few upcoming appearances, speeches, panel moderations, etc to tell you about. The Trader’s Expo New York City, Feb 28 – March 2 Trading Like a Hedge Fund Manager (with Robert Marcin and Brian Gallo) Monday, March 02 | 8:00 am – 9:00 am Why You Shouldn’t Listen to Anybody When It Comes to Investing and […]
New Mexico, Social networking stocks, AAPL and more
Hey, my accountants are wanting me to make sure we know which of our subscribers hail from the great state of New Mexico. So if you are a paying TradingWithCody.com subscriber and you live in NM, please hit reply and let us know so we can have a count of NM subscribers. Thanks in advance. […]