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Cody’s Latest Positions and other analysis

Cody Willard

Cody Willard

— 4 min read

Don’t forget to join me for this week’s Live Q&A Chat at 2pm EST at http://tradingwithcody.com/Chat (or email me your question beforehand and I’ll include it in the chat and transcript).

I’ve been doing a bunch of work and analysis on $TWTR and bumped up its Revolution Investing rating a point in reviewing my Latest Positions. I haven’t added to my $TWTR personally because I’ve already done a tranche around these levels and am waiting patiently to build this position up any more than the small-ish position it is for me right now. Steady as she goes with$TWTR for me for now.

Twitter and Google longs join the EWY short as the only 9-rated stocks in the portfolio right now.

When I bought $INTC in the low $20s last year, it was a bet that they’d finally get some traction in mobile and be in a prime position to ride the wearables train to glory. All of that looks to be coming to fruition and we’ve had a nice dividend for holding it along the way too, not to mention that’s up like 70% from my cost basis. Steady as she goes on $INTC for me for now too.

I respectfully tune out completely when I listen to T Boone “beg for subsidies” Pickens’ predictions for oil prices. See, for example:

MSN.com Mar 15, 2010 – T. Boone Pickens predicted in 2008 that oil would hit $150 before the year was out.

Same tune, different day. I’m neither a bull nor a bear on $OIL over the next 12 months. I’m just calling out Mr T Boone Pickens for him always predicting wildly high oil prices when he’s also in the business of begging for more welfare/protections/subsidies for energy sectors he’s invested in. He’s got no credibility in predicting oil prices (and doesn’t even try to pretend he does, really).

That said, with oil down 30-40%, I’m worried about the Odessa, Permian, Hobbs, oil belt areas in TX and NM if fracking was indeed in a bubble that has now popped. There are truckers making $90k and hotels going up like Legos. We’ve seen this boom and bust cycle in oil before around here in Ruidoso too, though I don’t think things are bubbled up here in Lincoln County and won’t get hit as hard this time around as they did back in the late 1980s oil bust.

Here’s a list of my latest positions. 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.

Finally, I give each stock a current rating from 1 to 10, 1 being “Get out of this position now!” and 10 being “Sell the farm, I’ve found a perfect investment” (there will never be a 10 rating, because there is no such thing as a perfect investment, of course).

Remember: I wouldn’t rush into a full position all at once in any of these stocks or any other position you’ll ever buy. Patience and allowing the market and time to work to your advantage by buying in tranches is key. Maybe 1/3 or 1/5 of whatever you  might consider to be a “full position” in any particular stock. And I wouldn’t ever have more than 5-15% of your portfolio in any one stock position at any given time. The younger you are and/or the higher the trajectory of your career income, the more concentrated and risk-taking you can be with weighting in your portfolio. But spread your purchases and your risk out over time and over a several positions no matter your age or risk-averse level.

So here’s the list:

Longs –

  • Forever assets and other permanent holdings –
    • Media and other private investment/business holdings (9+ because betting on yourself and running a biz is always a best bet)
    • Real estate, including land and the ranch I live on in NM (8)
    • Physical gold bullion & coins (8)
    • BitCoin (7) *Not a meaningful amount
  • Primary stock exposure portfolio
    • Apple (7)
    • Facebook (8)
    • Google (9)
    • Ambarella (6)
    • Intel (7)
    • Sony (8)
    • Whole Foods (8)
    • Sandisk (7)
    • First Solar (8)
    • Twitter (9)
    • Stratasys (6)
    • Lindsay (7)
    • Himax (6)

Shorts –

  • Primary short portfolio
    • EWY (9)
    • Barnes & Noble (7)

** NOTE FOR NEW SUBSCRIBERS:
If you’re new to TradingWithCody or if you’ve been a subscriber for a while but haven’t acted on much of my strategies yet and/or if you haven’t been in the markets, but you’re sick of getting 0% on your CDs, Treasuries, savings, checking, etc while the markets have been continually hitting all-time highs this year, what should you do now?

First, step back and catch your breath before moving any money anywhere and make sure you’re not about to make any emotional moves with your money.
If you haven’t yet read “Everything You Need to Know About Investing” then spend a couple hours doing so, please. It’s a quick read but chock-full of important ideas, concepts and strategies that amateurs and pros alike should understand.

Then, take a look below at my own personal portfolio’s Latest Positions and slowly start to scale into some of the ones you like best and/or the ones I have rated highest right now. I’d look to start scaling into a few of the many stocks in the Latest Positions that are at all-time highs along with a couple that we’ve recently featured in our Weekly Trades that I’ve personally been scaling into.

You can find an archive of Trade Alerts here – http://tradingwithcody.com/category/trade-alert/.

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