Okay, I’ve caught my breath a bit after my earlier rant about 3-D System’s management, but the fact remains that I have pretty much lost all faith in that particular companies competence once again. I’m likely to remove DDD from the 3-D printing basket and to replace it with a smaller company. More details as […]
3D printing stocks print an ugly
3D Systems pre-announces and all 3D stocks are down in sympathy. The DDD report is full of hype -“Compared to its expectations, the company experienced much stronger professional 3D printers and materials demand and softer on-demand parts and consumer demand during the fourth quarter. As a result, the company expects to report its December backlog […]
Cody Kiss & Tell: 3-D Printing Stocks, Sitting on FB, and BitCoin is on Scutify
Here is 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. Howdy dowdies. Let’s roll. Q. Where is DDD going to be December 31st 2014? A. Wow, talk about a specific but arbitrary date to pick! If […]
Trade Alert – Lights, printing, and puts
Morning trading notes – I’m adding another tranche to the CREE common stock long that we started building a few weeks ago. Just a steady-as-she-goes kind of tranche building up of the position here. I’ll add another 1/3 position this morning and get up to about 2/3 as big as I plan on making the […]
Cody Kiss & Tell: Building Baskets and Weighting Portfolio Positions
Here is 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. Ask me anything. Q. Hi Cody, last week you wrote “I do believe all of this makes Calgon Carbon a great pure-play on our […]
Cody Kiss & Tell: Sentiment, hate, cash, testimonials and more
Q. Cody: As a contrarian, how do you/how should anyone read measures of Sentiment? If one looks at those gauges you cited, (a) how does a contrarian vote in them and (b) can the “reader” assume it’s basically the opinions of non-contrarians? A. I don’t think you can successfully game near-term market moves by simply going […]
Cody Kiss & Tell: Pre-IPO Scams, Is BABA a buy, Too late on AMBA?, Sony, gold and more
Howdy doody folks. Let’s get this show on the road. Q. Here’s the first question, emailed by a subscriber this morning. “There is a company called Search Initiatives that is looking for investors. It is supposedly going public sometime in the next year or so. Have you heard of it and if so, do you […]
Weightings and ratings: Cody’s Latest Positions
Here’s a list of my latest positions. 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. Finally, I give each stock a current rating from 1 to 10, 1 being “Get out of […]
Cody’s Latest Positions
I wouldn’t rush into a full position all at once in any of these stocks or any other position you’ll ever buy. Patience and allowing the market and time to work to your advantage by buying in tranches is key. Maybe 1/3 or 1/5 of whatever you might consider to be a “full position” in […]
Trade Alert – Buying back some FB as planned. And a complete run-down of my Latest Positions
On March 10, when $FB was above $70 a share, I sent out the following Trade Alert – I am however going to trim down a bit of our biggest position, Facebook, just to lock in some more profits. I’m stepping back in and buying exactly as many shares of Facebook as I sold on […]
Trade Alert – Cutting another long and updates on two hedges
Turn around and face ’em, Pump pump and fade ’em now. Bone come break ’em down Taking no shorts, no losses, man – Bone Thugs n Harmony When I first got to Wall Street, I read everything I could get my hands on about how the markets work, how to invest and trade, how to […]
Cody Kiss & Tell: Sears is Dead, Index Puts and March Madness Underdogs
Here is 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. You guys ready to rock n roll, then? Ain’t no noise pollution. AC/DC – Rock and Roll Ain’t Noise Polution Fed fed fed. Fed up with fed. […]
Trade Alert – FutureFuel from the portfolio and a complete run down of Cody’s Latest Positions
If you’re new to TradingWithCody or if you’ve been a subscriber for a while but haven’t acted on much of my strategies yet read the note at the bottom of this article. The markets are up on a relief rally as the headlines in the western world scream “Putin pulls back.” Meanwhile, the tone is […]
More details on Scutify (and latest positions and ideas for new subs)
I didn’t like the format of the last post we published and sent out to you guys, so I’m going to redo it here with some more info on the Scutify offering first. 1- What are the funds from the 100-120k shares being offered at 3 dollars a share going to be used for? Paying […]
Latest Positions, latest Scutify stats and a must-see movie called Jelly Wars
If you’re new to TradingWithCody or if you’ve been a subscriber for a while but haven’t acted on much of my strategies yet read the note at the bottom of this article. A couple side notes before jumping into my latest positions. I was asked by several of you to update you on Scutify’s latest […]
Cody Kiss & Tell: Different Themes for 2014
Here is the transcript to this week’s Thursday Special 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. Howdy, let’s rock n roll! Q. Any themes for 2014 that differ for 2013? A. The biggest difference heading into 2014 vs 2013 is […]
Portfolio Positions Review
Let’s do a portfolio review of each of our positions in the portfolio. I’m starting at the most recent additions to the portfolio and will get through about half this week. I will have the rest for you next Tuesday. Triquint – This company, along with AVGO is in a duopoly for “Bulk Acoustic Wave (BAW) […]
My Latest Positions + Investment strategies and tactics for right now
If you’re new to TradingWithCody or if you’ve been a subscriber for a while but haven’t acted on much of my strategies yet and/or if you haven’t been in the markets, but you’re sick of getting 0% on your CDs, Treasuries, savings, checking, etc while the markets have been continually hitting all-time highs this year, […]
Ugliness lurking underneath the indices and bitcoin update
Don’t forget to come join me for this week’s Live Q&A Chat at 2pm EST at https://tradingwithcody.com/chat. The strong indices seem to be hiding some ugly pullbacks lurking beneath. From Tesla and GSV Capital which are each now down more than 30% since we bought puts on them to our 3-D printing basket, DDD, SSYS […]
Trade Alert – Taking 3-D call option profits and don’t forget this week’s chat
Don’t forget this week’s Live Q&A Chat at 2pm EST at https://tradingwithcody.com/chat. I should have sold some more of the GSVC puts yesterday, but didn’t. I do think there’s likely a single digit future for this stock which would be another $3 or so on the downside. Holding them for now then. I am, however, […]