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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
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The market is punishing most any stock that fits the following criteria: 1. Highflyers, especially not profitable highflyers 2. Disappointing earnings reports and/or guidance 3. Is in the solar industry 4. Has been attacked in public by a shortseller 5. Has the stock symbol $AAPL I’ve been adding
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Apps are a way of life for about a billion people. Every day these days people open tens of billions of apps trillions of times — each day, every day, 24 hours a day 7 days a week. All of which, I might add, is exactly what I’d predicted back
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Here is the transcript to this week’s Live Q&A Chat. Visit the Trading With Cody Chat room on the Trading With Cody iPhone App, the Trading With Cody Android App or at https://twc.scutify.com/members/. If you have any questions about our service, just email
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I’ve been spending a lot of time on the phone with old hedge fund manager and other money manager kinds of friends. Inevitably, the talk turns to some of our current stock holdings. Yesterday I was on the phone with an old friend who’s one of the most
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Gold is sure acting like it’s trying to break out. As gold has taken off and is back in the headlines, making a strong move higher in the last few months, I’ve been receiving a lot of questions and getting in a lot of debates about it and
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Two trades today: One short (HUBS) and one sell (FFIV), as I’m removing yet another one of our long positions. I’ve got a new short position I want to start scaling into today — $HUBS. I’ll give you the upshot of the longer form analysis below that I
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Stocks are bouncing with the DJIA climbing back towards 18k once again. Gold trying to edge above $1300. I’m writing up a Latest Positions breakdown and analysis for each and every one of our positions, so stay tuned. In the meantime, here’s my report for today. One of
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Markets turning a bit nasty, stocks selling off for the first time in the last two and half months, since stocks put in a panicky capitulation bottom. Since those panicky February lows, the markets spent the next ten weeks going practically straight up. Along the way, most money managers found
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Axogen is up nearly 10% today to new all-time highs since we bought it. We own one microcap stock in our portfolio, an exception to the rule that I outlined when I first bought it and which you can read here: “You guys know that I‘m very leery about
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What to say about Facebook? It’s in a class of its own. Did you know that if $FB rallies another 15% its current $120 level, that Facebook would be worth more than Microsoft? $FSLR‘s first quarter earnings were pretty good relative to most any other energy company on
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Here is the transcript to this week’s Live Q&A Chat. Visit the Trading With Cody Chat room on the Trading With Cody iPhone App, the Trading With Cody Android App or at https://twc.scutify.com/members/. If you have any questions about our service, just email
