Here is a Part 5 of 5 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. Let's do this week's Live Q&A Chat today at 1pm ET today (Friday). Come directly to the TWC Chat Room or just email us your question to support@tradingwithcody.com (video chat will return next week). Longs … [Read more...] about Latest Positions: Splunk, Spotify, Sony, Cryptos and Shorts
Positions
Latest Positions: The Content, Space, Defense and Genetics Revolutions
Here is a Part 4 of 5 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. Tonight I start with this picture of a folder that my great-grandfather used to keep stamps in. My mom just found it and gave it to me today. Notice the date that he marked out at some point, the infamous October … [Read more...] about Latest Positions: The Content, Space, Defense and Genetics Revolutions
Latest Positions: Energy, China, And The Trillion Dollar Club
Here is a Part 3 of 5 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. Yesterday, I'd noted, "That was another rather amazing day at the markets, with Tesla and Virgin Galactic leading the way higher." Well, such was the case again today though it was WORK and ROKU up in big rally … [Read more...] about Latest Positions: Energy, China, And The Trillion Dollar Club
Latest Positions: The Cloud Revolution Stocks
Here is a Part 2 of 5 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position, including a couple Trade Alerts. Well, that was another rather amazing day at the markets, with Tesla and Virgin Galactic leading the way higher. I am getting increasingly cautious but not outright bearish. … [Read more...] about Latest Positions: The Cloud Revolution Stocks
Latest Positions Part 1: TSLA, UBER, FB, TWTR, SNAP
Here is a Part 1 of 5 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position, including a couple Trade Alerts. It's amazing how quickly the prices of individual stocks are changing. If I'd written this part of the Latest Positions update three weeks when we were buying stocks near their … [Read more...] about Latest Positions Part 1: TSLA, UBER, FB, TWTR, SNAP
Latest Positions Part 3: FANG, DIS, Space Stocks, Defense, Crypto, Shorts
Markets were nasty today with coronavirus fear. I'd rather nibble some of what we trimmed or cover some hedges than panic with the markets right now. In the meantime, here is Part 3 of 3 of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. The ratings for each stock go from 1 to 10, 1 being “Get … [Read more...] about Latest Positions Part 3: FANG, DIS, Space Stocks, Defense, Crypto, Shorts
Latest Positions: WORK, PANW, SQ, NVDA, TSM, SEDG, FSLR, JD, BIDU
I just got scheduled to do a Fox Business hit to talk about the markets and earnings and what not today at around 2pm ET. Here is a Part 2 of 3 of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. I’ll send out Part 3 this weekend. The ratings for each stock go from 1 to 10, 1 being “Get out … [Read more...] about Latest Positions: WORK, PANW, SQ, NVDA, TSM, SEDG, FSLR, JD, BIDU
Latest Positions Part 1: TSLA(!), UBER, FB, TWTR, SNAP, TMUS, QCOM, CSCO
Here is a Part 1 of 3 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position, including a couple Trade Alerts. I’ll send out Part 2 and Part 3 later this week. (And in the meantime, don’t forget to join me Wednesday morning at 10am ET for this week’s Live Q&A Chat. Come directly to the … [Read more...] about Latest Positions Part 1: TSLA(!), UBER, FB, TWTR, SNAP, TMUS, QCOM, CSCO
Latest Positions: Cloud Revolution, Energy Revolution, China Middle Class Revolution
"Man just wants to forget the bad stuff, and believe in the made-up good stuff. It's easier that way. - A commoner in the play Rashomon. One of my favorite plays/movies, and one told in flash backs. (It'll make sense below). Some day I'll have to write up some analysis about how understanding the concepts of different perspectives that Rashomon teaches us can also help us when … [Read more...] about Latest Positions: Cloud Revolution, Energy Revolution, China Middle Class Revolution
Latest Positions: Driverless, Social and 5G Revolutions
Here is a Part 1 of 3 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. I'll send out Part 2 tomorrow and will finish up Part 3 Wednesday. (And in the meantime, don't forget to join me Tuesday morning at 10am ET for this week’s Live Q&A Chat. Come directly to the TWC Chat Room or … [Read more...] about Latest Positions: Driverless, Social and 5G Revolutions