Jobs? Employment? From a survey that has a +/-100k error as@JeffMiller notes. Not a catalyst for buying or selling stocks nor a meaningful data point for economic analysis. Markets were down earlier, now have come back reflecting the meaninglessness of the payroll number being “worse than expected” by a bunch of analysts a bunch of reporters […]
Cody Kiss & Tell: Bubblicious, anchor stocks and more
All right, let’s rock! Q. Hi Cody, I hear a lot that the market is as you say, “bubblicious” and many say a pull back is coming soon but I also hear that all of the traders are coming back from their vacations and that now is a good time to be fully invested (which […]
Trade Alert – Shorting a hyped up, lousy tech stock (and analysis for our wearables stock picks too)
I told you recently that I’m on the lookout for Bubbled Lousy Stocks to short. Here’s one I’m trying to short right now and am bidding on some puts dated in October and January 2015 with strike prices ranging from $12.50 to down to $10s — JRJC. It’s a crappy, hyped up Chinese Internet stock […]
Trade Alert: Hedging my fruit and a new way to think about your money
I am looking at my largest position, Apple, and wondering if I should nibble a couple put options to hedge it a little bit. There’s a lot of love flowing towards Apple these days, and very little bearishness. Recall that we’d added AAPL call options back when it was in the $70s and trimmed them […]
Trade Alert: Portfolio maintenance and a complete run-down of Cody’s Latest Positions
I’ll run through all the positions in my entire portfolio with new ratings for each one. But first a few trades that I’ll be doing this week in the name of portfolio maintenance. I’m closing my positions in: DLTR, IEF, CREE and FEYE. I’ve had many mentors over the years, some famous, some random, and […]
Trade Alert: A few small tranche buys and searching for the next tech stock to crash
First a couple updates: 1. I’m going to go back in and nibble a small tranche in several of the names, I’ve recently added to the portfolio and that I’ve been slowly but surely building. Today’s round of buying is what I’m calling a “small tranche” meaning that I’m buying about 1/5 of what I […]
Cody Kiss & Tell: Stocks I’d buy right now, a REAL Smartwatch and more
Hellllllooooo. Let’s get ready to rumblllllle. Ask me anything. Q. Cody: really simple question for you. If you had to buy 1 or 2 positions if two stocks today at these levels what are the two you would put your hard earned money into. A. Tough one. At a glance, feet to fire, I’d probably […]
The Wearables Revolution: The biggest market in the history of the planet
A few years ago, back in 2009, I started writing articles about what I was calling the App Revolution. I made predictions about the potential size, scope and growth of apps, smartphones and tablets and how they would change our lives forever. Most of my predictions like “ the ultimate size of a market that will […]
Markets and playbook and what’s next
Morning markets want to reprieve from the pullback, at least fractionally. Last month I wrote: “Near-term, the path of the least resistance in this market is now downward, and it could be a bad summer for the highest beta stocks. I’ve suggested trimming down your longs while they were at their highs, but I’m not looking […]
Must-reads: Chart of the week, ebola, GPRO earnings, Google Glass
I’ve got some trading and investing ideas brewing and looking like they are setting up for us, so stay tuned in days ahead for some Trade Alerts. Just an FYI. Markets are down around 1% each this morning, with the highest beta highflying tech sector leading the way lower. We can point to several factors […]
Cody Kiss & Tell: ZU, AAPL, GOOG, TWTR, FSLR, TSLA and more
Hi guys, let’s rock n roll. Ask me anything. Q. Do you still think $AAPL hits 100? And $GOOG 600? A. I don’t try to game 3-5% short-term moves in giant market cap companies which trade in the millions of shares a day. I do think $AAPL and $GOOG are still very good long-term investments […]
Cody Kiss & Tell: The Apple set up now, What inning is it now, and Much more
Howdy folks, let’s do this chat! What’s up? Q. What inning of the Nasdaq bull market are we in?? A. Hmm, great question. I should do a full article updating us on “Where we are in this economic and market cycle” next week. Short answer- we’re in the 5th inning of this, the greatest bubble-blowing […]
Trade Alert: Speaking at SF Money Show (and tranching two wearables stocks)
VACATION ALERT: I’m going to take the next few days off for a much needed break away from the computer and Internet in general. I’ll be back next Tuesday night and will have lots pent up to write about when I hit the ground running again next week. Until then, a couple other things to […]
Trade Alert: Two sells and Cody’s Latest Positions
It’s the end of the rope for our July call options. We made 400% gains on the remaining AAPL July call options that we bought near its annual lows a few months ago and we took sizeable profits already along the way as its risen. Selling the last of them today. Our Twitter call options […]
Cody Kiss & Tell: $AAPL calls, $SNDK earnings, $GDX and how long for drone delivery
Howdy ho, folks. I’m on another window right now chatting with the world’s worst tech company — GoDaddy.com. I have no recollection of how I ever started using that horrible company, but I’m locked in for now. Anyway, it’s time for this week’s Live Q&A Chat. Ask me anything. Q. Our $AAPL calls are almost […]
Why we’re getting in front of the Wearables, Drones and Robotics Revolutions
Does anyone out there actually doubt that wearables are going to create whole new billion dollar markets for chip vendors, software and application companies, gadget makers, and so on? I received hundreds of skeptical and often ad hominem emails and thousands of comments from readers and viewers when I used to tout the coming App […]
Trade Alert – Selling two stocks and noting the markets new path of least resistance
It’s starting to feel sloppy out there, especially amongst the momentum highflying stocks, including some of our own. For the last couple weeks, I’ve been saying that I wouldn’t want to chase these stocks up here, and I still wouldn’t. We entered most of these positions at much lower levels than they are currently trading […]
Chart of day, deflation, tax breaks, GoPro and more
How about some news headlines and analysis to get us on track for the dog days of July. Check out this chart showing Apple’s downtrend following the stock split – Chart of the Day comes from Micah Lamar showing $AAPL action from pre- and post- stock split. Fascinating picture of a classic “Sell-The-News” trading event. Why deflation is a blessing – I […]
Trade Alert: Trimming more TWTR and Cody Kiss & Tell Transcript
One housekeeping item: I’m trimming one-fourth of my remaining $TWTR call options, locking in more profits. Will likely trim all of them and be out of the trade if it gets near $44 or $45 or so. Onto the transcript from this week’s Live Q&A Chat. Join me live next week at 2pm EST at […]
Three drone stocks stand out for now
Commercial and consumer drones are coming and they’re coming fast. For the last few months, I’ve been highlighting companies that will benefit from the many applications and markets that are about to be created as drones become mainsream over the next few years. Like it or not. See, the most obvious applications for drones are […]