I found a batch of old emails last week and stumbled across an article I'd written for The Street a dozen years ago, back in August 2007. My economic and market analysis from the time made me think a lot about these days and the current market set-up. I covered a lot of topics that are still very relevant to traders, investors (and voters) today, so I'll add modern day … [Read more...] about 2007 vs 2019: What’s changed, what’s the same, and what’s next?
Trade Alert: A new stock in another Revolutionary sector
The stock markets are trying to give back all their gains from this week and then some. Be careful, but maybe do some nibbling if you did some trimming when I was suggesting it earlier this week. And if you're freaking out over today's sell-off, it might be time to trim a little bit more anyway, just to let out some of the pressure. Now onto today's Trade Alert: I happen … [Read more...] about Trade Alert: A new stock in another Revolutionary sector
Trade Alert: Culling the portfolio (and the chat made me uncomfortable)
Here's the transcript from this week's Live Q&A Chat. But first, a few sells for the portfolio as I work to keep it focused on the most Revolutionary and/or best valued opportunities. I'm selling all of the following positions, taking some profits on them. It's not that they aren't good companies or that I've turned bearish on them, but I want to be selective. I'm … [Read more...] about Trade Alert: Culling the portfolio (and the chat made me uncomfortable)
The UK stock market looks riskier than the US market (and chat tomorrow)
I want to clarify that in that "Putting on my British shorts" Trade Alert from yesterday that when I was talking about the risk of a stock market sell-off from Brexit, I was talking about the potential for the UK stock market to get hit, not the US stock market. That is: What happens if the UK votes Theresa May’s Brexit through? If the UK markets don’t want Brexit, then … [Read more...] about The UK stock market looks riskier than the US market (and chat tomorrow)
Trade Alert: Brexit playbook (or Putting on my British shorts)
I've spent some time the last couple weeks studying Brexit and its potential market ramifications and here's what I've come up. I started doing the analysis on the assumption that there'd probably be a chance to buy British stocks on the cheap as Brexit was supposedly about to happen. But after reading just about everything I could get my hands on about Brexit -- including … [Read more...] about Trade Alert: Brexit playbook (or Putting on my British shorts)
Trade Alert: Markets update and doing some hedging/trimming
I sat down to write up a market overview to send out along with these Trade Alerts, and thought that doing an update on the "Five things that could end The Relentless Rally of 2019" by seeing if any of the five bullet points have changed. To review, here's what I'd written on February 15: "Will the relentless rally of 2019 ever relent? Certainly it will, but perhaps not … [Read more...] about Trade Alert: Markets update and doing some hedging/trimming
5G market anticipation, risky options, where to trim and more
Here’s the transcript from this week’s Live Q&A Chat, including a discussion on options, country music favorites and a visit with a subscriber in Thailand. Q. Hi Cody, If you wanted to raise your level of cash a bit, where would you trim after this important run in the first months of the year? Where do you see some overextended stock prices where trimming makes sense … [Read more...] about 5G market anticipation, risky options, where to trim and more
Latest Positions Round Up (and a Trade Alert too)
Here is a list of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. But first, a Trade Alert noting that I'm going to sell my SNE this week. It's been a great run, as we've ridden Sony for three and a half years from the mid-teens and trimmed a few shares along the way, including most recently when … [Read more...] about Latest Positions Round Up (and a Trade Alert too)
Trade Alert: Lots of stocks down big out there
The markets have started to trend a bit lower and there are thousands of stocks that were are now down 10-20% or more. Many of which are great companies who had terrific results but were clearly overbought at their recent highs, including, say, PANW which I was adding to earlier this week. Two others were SPLK and ZEN, both of which I've nibbled on some starter positions. On … [Read more...] about Trade Alert: Lots of stocks down big out there
Trade Alert: PANW, DY Plus chatting about Balance, Price targets for arbitrary timeframes and more
Before we jump in, let's hit on a couple Trade Alerts. I'm buying more PANW today, a pretty big tranche. The company's topline and gross margins both look to be accelerating. I'm selling my DY for a loss. We got a nice bounce off the lows post-earnings blow up, and I'm being disciplined and culling the portfolio. Here’s the transcript from this week’s Live Q&A Chat, … [Read more...] about Trade Alert: PANW, DY Plus chatting about Balance, Price targets for arbitrary timeframes and more