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 Friday. Come directly to the TWC Chat Room or just email us your question to support@tradingwithcody.com (video chat will return next week). After hours … [Read more...] about Latest Positions Part 5: The Remaining Longs, Shorts, Crypto (plus TSLA earnings)
Positions
Latest Positions Part 4: Content, Video Games, Space, Defense, etc
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. The ratings for each stock go from 1 to 10, 1 being “Get out of this position now!” and 10 being “Sell the farm, I’ve found a perfect investment.” The positions that are bolded are those that I consider to be … [Read more...] about Latest Positions Part 4: Content, Video Games, Space, Defense, etc
Latest Positions Part 3: P/E Ratios Matter Too
For this week’s Live Q&A Chat, tomorrow at noon ET, we’ll use Zoom video. Here are the details to join. https://us02web.zoom.us/j/89076435567?pwd=c1VEelN1dDhra2pKc3Z0T2NCaitjZz09 Meeting ID: 890 7643 5567 Password: 449982 One tap mobile: +12532158782,,89076435567#,,1#,449982# Here is a Part 3 of 5 of the list my latest personal portfolio positions and most of … [Read more...] about Latest Positions Part 3: P/E Ratios Matter Too
Latest Positions: Valuations, Valuations, Valuations
Do you realize that “ignore” and “ignorance” have the same root? From French ignorer or Latin ignorare ‘not know, ignore’, from in- ‘not’ + gno-, a base meaning ‘know’. You can’t ignore reality or you end up ignorant. Ps. Covid is real. 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 … [Read more...] about Latest Positions: Valuations, Valuations, Valuations
Latest Positions Part 1: Parabolic Charts, Lower Ratings, Higher Risks
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. No surprise that most of the ratings for my long positions are as low as they were back in February when I was worried about the escalating Coronavirus Crisis while the markets, … [Read more...] about Latest Positions Part 1: Parabolic Charts, Lower Ratings, Higher Risks
Latest Positions: Splunk, Spotify, Sony, Cryptos and Shorts
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
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