Facebook hit critical mass a long time ago and the network effects from doing so continues to pay off for the company. I've mentioned before that the stock would probably be worth 70% less if Facebook hadn't acquired Instagram and Whatsapp. Instagram, in particular, basically saved this company from becoming the next MySpace. But what is Facebook doing now to stay relevant and … [Read more...] about Trade Alert and analysis: FB vs SNAP vs TWTR
Trade Alert: Earnings analysis for Tesla, Twitter, Snap, Amazon and First Solar
I got home from NYC and to bed late at 3am in NM last night (this morning?) and got play with Amaris for a while before I came into the office a few hours late. We've had a few wild earnings reports this week while I was in NYC. Here's my take on them. Snap - Snap added 7 million daily active users this quarter to hit 210 million, up 13% year-over-year. Snap also beat on … [Read more...] about Trade Alert: Earnings analysis for Tesla, Twitter, Snap, Amazon and First Solar
NYC trip, No chat this week
I'm leaving for NYC tonight for some business and meetings. I'll be back late Thursday night and will be back in the saddle Friday. I've got a few names in the small to mid-cap software sector which have been crushed that I'm working on, but the valuations aren't quite compelling enough yet. I'll send out a Trade Alert or two if I do see any opportunities while I'm in the city … [Read more...] about NYC trip, No chat this week
Full Analysis: Impeachment, US China Trade War, Hong Kong, Fed, Brexit, Oh My!
We can look at the stock market two ways, from the bottom up or from the top down. I spend most of my time and writing focusing on bottom up analysis, meaning that I focus on individual stocks and analyze them both individually and collectively. You'll see that, for example, in my Latest Positions pieces which I sometimes open with analysis like this from December 21, 2018, at … [Read more...] about Full Analysis: Impeachment, US China Trade War, Hong Kong, Fed, Brexit, Oh My!
Dividend vs growth, Scalping, “Safe” stocks, Gaming and Pot puns
Here's the transcript from the wide-ranging, fun and sometimes funny (even pun-ny) chat below. Q. For someone with lump sum with market near all time highs and the current politics, is it best to wait for big pullback or...? A. I always tell people that it's best to move in tranches and to move slowly. Maybe put 10-30% of the money to work here and put a little more to … [Read more...] about Dividend vs growth, Scalping, “Safe” stocks, Gaming and Pot puns
Join the chat this morning (like, right now)
Join me this (Tuesday) morning at 10am ET for this week’s Live Q&A Chat. Join me in the TWC Chat Room or just email us your question to support@tradingwithcody.com. Be there or be square. … [Read more...] about Join the chat this morning (like, right now)
Trade Alert: Trimming and hedging into the euphoric rally (and I’m now bullish on some pot stocks)
Back about six weeks ago, on a Friday afternoon of August 23, the markets got crushed because of a Grumpy Trump Tweet about the trade war with China. As I tweeted at the time: "Methinks it might be a good time to buy when the markets are down 3% because of a Tweet." I was much more detailed in my Trading With Cody Trade Alert at the time: "I’ll write more about this … [Read more...] about Trade Alert: Trimming and hedging into the euphoric rally (and I’m now bullish on some pot stocks)
A perfect investment, Dirty vs clean, and Baker Mayfield forgot something
Here's the transcript from today's very interesting Q&A chat that ran so long I broke into three parts: 1 Politics/markets/economy 2 Individual stocks 3 Cryptos 1. POLITICS, MARKETS, ECONOMY Q. Have any of your buys ever been a “10”? Just curious if this ever happened before, and which companies reached this pinnacle? A. No, no trade or investment can be perfect, … [Read more...] about A perfect investment, Dirty vs clean, and Baker Mayfield forgot something
Slack has taken over corporate communications
As several subscribers noted, I neglected to mention Slack WORK (worst ticker ever) in the Latest Positions update. I'd mentioned when I sent out in one of the original Slack Trade Alerts that the stock "maybe close to a 9/10 rating for WORK when it’s below $25" and that's probably still the case. A little anecdotal evidence of just how pervasive Slack has gotten to be in the … [Read more...] about Slack has taken over corporate communications
Latest Positions: Analysis, ratings, graphs and more
I got back from NYC and to Ruidoso NM at about 3am Saturday morning -- The Tesla sure makes the 170 mile drive from the airport in Albuquerque easier than it used to be. Lots of interesting meetings and experiences on the trip and I'll be writing about all of it this week. But in the meantime, as promised, here is a list of my latest personal portfolio positions and most of the … [Read more...] about Latest Positions: Analysis, ratings, graphs and more