“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 […]
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 […]
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 […]
Latest Positions with quotes from Nikola Tesla
“There is something frightening about the universe when we consider that only our senses of sound and sight make it beautiful. Just think, the universe is darker than the darkest ink; colder than the coldest ice and more silent than a silent tomb with all the bodies rushing through it at terrific speeds. What an […]
Trade Alert: Latest Positions with flashbacks (and quite a few trims)
Don’t forget this week’s Live Q&A Chat tomorrow morning at 7am ET in the TWC Chat Room or just email us your question to support@tradingwithcody.com. 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. You’ll notice there are several trades (marked […]
Trade Alert and Latest Positions: Analysis, ratings plus other ideas
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. Can I just say, sometimes I feel a lot of pressure to deliver. I do my best guys, but I will make mistakes and be wrong sometimes, of course. A […]
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 […]
Latest Positions, including a few Trade Alert updates
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. I’ve broken the list into Longs and Shorts. I’ve further broken the list down in order of highest-rated to lowest-rated (I’m no longer going to break down down each list […]
Latest Positions: What a difference 90 days and a 20% pullback in the stock markets make
Last time I did a Latest Positions Update, in late September, I wrote this: “There’s a lot of momentum in this and other long-held Revolution Investments of ours, which is a function of how well they’ve performed in the last few months and years. Momentum money will rotate away from these names eventually, if only […]
Cody’s Latest Positions: Equities, gold, cryptos and so on
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 also give each stock a current rating […]
Latest Positions: Yes, there are new 10-baggers are out there
Here is a list of my latest positions with updated commentary and ratings for each position. This morning in the chat, everybody was like “Cody, any new buys coming soon?!” and “Cody we need another Axogen at $4!” And our new subscribers are always asking me if we’ll be able to find new names that go […]
Latest Positions Doo Wop, Analysis and Ratings
doo-wop: noun – a style of pop music marked by the use of close harmony vocals using nonsense phrases, originating in the US in the 1950s. Ever notice how some analysis is sort of like doo wop, wherein the analyst tries to harmonize with other analysts and all of them are using nonsense phrases? Just sayin’. Here […]
Latest Positions Round Up Underscores My Recent Cautiousness
Let’s start the week with a smile. Bet you can’t watch these two videos of my daughter Amaris and me playing without smiling and laughing. Here is a list of my latest positions with updated commentary and ratings for each position. You’ll notice I’ve got some cautious commentary on my longs because of their valuations […]
Latest Positions and Where I’d Buy More of Each of Our Stocks
Here’s an update on that list of of the Revolution Investments that I’ve made in my professional career that I still hold in my portfolio, including those I’ve made over the last almost seven years since Trading With Cody launched. I’ve recently added a handful of new names that I think could go up big in […]
Latest Positions: Analysis, ratings, 2018 outlook and where I’d buy more of each stock
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 also give each stock a current rating […]
Cody’s Latest Positions Round Up
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 also give each stock a current rating […]
Latest Positions: Surprise, surprise, so you rub your eyes
Surprise, surprise, So you rub your eyes, Never knew UDS so cool as ice. Five souls play the head role, Excite the middle between the two poles, The globe rotates from new to old. – Urban Dance Squad I’ve bought three new stocks lately, Intel, Verizon and Snap, and it seems I’ve been surprising you guys […]
Cody’s Latest Positions
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 also give each stock a current rating from […]
Yes, it’s a bubble. When will it pop? Cody’s Latest Positions
Don’t forget this week’s live Q&A chat with Cody is today at 2pm ET. It will be a chat room version, not a call in version. Please stop by the chat room and say ‘Hi’! The relentless and increasingly strong rally in mega cap and large technology names has finally started reminding me of the […]
Cody’s Latest Positions with new analysis for each (Updated)
Cody’s note: I forgot to update the actual Revolution Investing Ratings for each of our positions and to add Snapchat in The Latest Positions post I sent out earlier. Please use this one instead. Next Monday, I’m headed to speak at the Money Show in Las Vegas and to network/research at the SALT Conference. Come by […]