As I noted in today's chat, I’m officially going off grid and out of the country to a remote location for R&R after I marry my dream girl this coming Saturday. I’ll be back on January 28, full speed though. I'll probably have a post or two before I the big day, including a "Latest Positions" update. But in the meantime, I invite you guys to check out my completely … [Read more...] about Note about next week and be sure to check out AppConsumer.com
status
In Philadelphia today
I'm actually in Philadelphia today speaking to the Philadelphia institute of internal auditors. 600 people and lots of interesting discussions about fraud, Wall Street and corporate America in general. The markets are traditionally strong during Thanksgiving week for whatever reason. It appears that such is the case this week early Monday morning as the futures rally. No … [Read more...] about In Philadelphia today
Trades for the week of July 16th through July 20th
Here are my trades for the week of July 16th thru July 20th: Common Stock: Stock Action Date Initiated Time Initiated Price MS - Morgan Stanley Short 7/17/2012 1:16pm $14.15 JPM - JPMorgan Chase Short 7/17/2012 1:16pm $34.75 PNC - PNC Financial Cover 7/17/2012 1:16pm $61.51 MBI - … [Read more...] about Trades for the week of July 16th through July 20th
Still in a holding pattern
Communications are spotty here near the Little Bear fire. There are now more than 220 homes that have burned but my home is still indeed standing. Markets are up gently this morning and I am still in a holding pattern trading wise for now. I don't know if I will be able to do the live chat today at noon so why don't you guys just e-mail me your questions to this address today: … [Read more...] about Still in a holding pattern
Trades for the week of May 28th through June 1st
Here are my trades for the week of May 28th thru June 1st: Common Stock: Stock Long or Short Action Date Initiated Time Initiated Price RVBD - Riverbed Long Sell 5/29/2012 4:00pm $16.90 JNPR - Juniper Networks Long Buy 5/29/2012 4:00pm $17.45 FFIV - F5 … [Read more...] about Trades for the week of May 28th through June 1st
Our official playbook is still the way to go
Markets are rocking already. Brand new week. We get 20% less trading this week than in most weeks which can often lead to volatile markets. The nasdaq is now up almost 100 points since last Monday's panicky open when I finally agreed with the panicky assessment. That means the broader tech index is up nearly 4% in just 5 trading days. That doesn't mean that "The Bottom" was … [Read more...] about Our official playbook is still the way to go
Chat Transcript for May 2, 2012: Panick vs. non-panicked dips, ZNGA, FIO, and more
Here’s the transcript of today’s chat. See you next week at 2pm EST at https://tradingwithcody.com/chat for more Q&A where you can ask me anything. Q. Hi Cody, any opinion on MRVL here? The stock seems way too cheap! A. I owned MRVL a few months ago and didn't make a dime on it, but it sure does have a lot of fundamental pieces that go into a lot of new revolutionary … [Read more...] about Chat Transcript for May 2, 2012: Panick vs. non-panicked dips, ZNGA, FIO, and more
Six Web Bubble 1.0 Stocks and Why I’m Watching Them
The best way to get a macro view is to assimilate as much data as possible. I know oil traders who track the number of construction cranes sold worldwide as an input in their crude demand models. And sometimes the best data comes from companies that are leading indicators of the broader economy. That’s why every hedge fund manager follows Fedex and UPS, even if they don’t trade … [Read more...] about Six Web Bubble 1.0 Stocks and Why I’m Watching Them
Chat Transcript for Apr 25, 2012: Psychological scars, health care fallacies, and much more
Here’s the transcript of today’s chat. See you next week at 2pm EST at https://tradingwithcody.com/chat for more Q&A where you can ask me anything. Hi guys, let's rock n roll. And by the way, if you want your profile picture to show here in the chat room and in the side bar chat on TradingWithCody.com, just go register your email and upload a pic to … [Read more...] about Chat Transcript for Apr 25, 2012: Psychological scars, health care fallacies, and much more
Chat Transcript for Apr 18, 2012: FFIV Earnings, RVBD, GRPN, JNPR and more
Here’s the transcript of today’s chat. See you next week at 2pm EST at https://tradingwithcody.com/chat for more Q&A where you can ask me anything. Okay, guys, hello. Let's rock. Q. FFIV? A. FFIV FFIV FFIV. Oh, man, when I get as many questions and opinions about an individual stock as I am getting about FFIV today, the fireworks are usually about to go off -- good … [Read more...] about Chat Transcript for Apr 18, 2012: FFIV Earnings, RVBD, GRPN, JNPR and more