Happy July 4th to you and yours. Hope and trust you’ll all be safe celebrating America’s 236th birthday, especially those of you setting of fireworks in the super-dry west. As we celebrate our revolution here is the U.S. of A there’s a non-revolution brewing in the non-United-States-of-a-Zone-in-Europe. Last week Germany decided to make ‘concessions‘ which […]
Cody Kiss & Tell: The best Q&A we’ve ever had
All rightie folks, let’s meet for our weekly 1-hour Q&A. Ask me anything. Q. Hi Cody, can you recommend any investment/trading conferences and shows you like. I signed up for optionMonster conference July 26-27 in Chicago. Looking for other ideas. Thanks! A. Good question, which leads me to have a question for you and the […]
Google’s past illuminates Facebook’s future
Don’t forget to meet me at 2pm EST today for this week’s Live Chat at https://tradingwithcody.com/Chat where you can ask me anything. Good morning and welcome back to the field of dreams, where you have to pay for all the overbuilt retail bank branches that rival Starbucks penetration in every neighborhood in the country and […]
Reading the charts Cody-style
Today’s markets are U-G-L-Y. Tech especially. Let’s get some perspective about where these markets have been in order to get a better idea of the relative place of markets past. An intraday chart here is flatlining at the lows of the day. And the last few trading sessions have been pretty ugly, even as some […]
Cody Kiss & Tell: The Fire, The EU Crisis, Facebook Options, TBTF Banks and much more…
We came up with a new, more compelling title for these weekly Q&A Chat Transcripts, Cody Kiss & Tell. Here’s the transcript of the back and forth (via email this week because I couldn’t log on for the live chat) with subscribers from TradingWithCody.com. How can we HELP U to HELP others affected by the […]
Chat Transcript for June 6, 2012: Scenarios for Europe, Facebook’s platform/operating system 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, sorry I’m late. Let’s rock. Q. What percentage of your portfolio is long what percentage of it is short? Also you often say EU problems won’t affect this or […]
Trade Alert: One aggressive buy and two sells
***THE BUY*** FIO’s down 3% again today, just as it seems like it has been nearly every day for the last couple weeks. Time to buy some FIO. I’m buying some calls dated out into September with strike prices up to $30. The stock is right now at $24. If I buy a FIO call […]
Top 10 Apple Supplier Stocks
Read as PDF: The Top 10 Apple Supllier Stocks Table of Contents I. Introduction II. BRCM – Broadcom, Inc. III. FIO – Fusion IO IV. QCOM – Qualcomm V. ARMH – Arm Holdings, Inc VI. GLW – Corning, Inc. VII. LVLT – Level 3 Communications VIII. MOLX – Molex, Inc. IX. NUAN – Nuance X. […]
Apple, Softee and Sony anecdotes from Century City
I don’t know could’ve been a lame jogger maybe Or someone just about to do the freeway strangler baby Shopping cart pusher or maybe someone groovie One thing’s for sure, he isn’t starring in the movies. ‘Cause he’s walkin’ in L.A. Walkin’ in L.A., nobody walks in L.A. – Missing Persons Man, I’ve been running […]
The analysis behind my latest trades
Contrary to what you are being led to believe the market doesn’t run on a calendar. I hate using the word “countless” because it’s my job to count but the number of I’ve times I’ve heard that a meeting or week or date is “crucial” is frankly uncountable. The newest crucial is March 8, the […]
Chat Transcript: Strategies, definitions and explanations for all your questions
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. Cody: do you recommend leaps on some of your favorites e.g. FIO or do you prefer common? A. I like calls, call LEAPS (LEAPS are options that expire say, 12 […]
The Dirty Dozen: 12 Stocks with Fundamentally Broken Business Models
Read as PDF: The Dirty Dozen: 12 Stocks with Fundamentally Broken Business Models Every business, no matter how great, at some point becomes not so great. Technologies change, laws shift and secular progress will take place regardless of how hard you try to stop it. And lest you think that you’re smarter than the […]
Focus on secular growth: Despite the Europe crisis, this tech stock has legs
Have you ever had those recurring dreams where you go to sleep and you can just feel that your mind is going to show you the same images again? The world is stuck in the euroTwilightZone, constantly replaying the cycle of relief/elation/anxiety/reality check in regards to every European country. When you have a major economy […]
The 100 Most Important Tech Stocks on the Planet
Click here to see this book as a PDF Click here to see this book as a PDF Introduction Innovation. Growth. New markets. Game-changers. Isn’t that what tech is? Whether you’re old or young, conservative or aggressive, an investor or a trader — everybody needs some exposure to technology and the […]
18 stocks analyzed: Transcript from today’s chat…
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: Cody, I remember you writing some time ago on MarketWatch that Intel will go to the moon, recommending investing into it. Why don’t you have INTC in your portfolio? A: […]
Steve Jobs resigns…
Apple CEO Steve Jobs resigned last night. Let’s discuss. I’ll reprint the entirety of what Steve Jobs, the now ex-CEO of Apple, wrote in the letter he sent out at 4:40pm, two minutes before Apple itself followed his email blast up, with the formal announcement of their own: To the Apple Board of Directors and […]
Tips for helping us to pay attention to what matters and to ignore the noise…
And that’s a wrap. The markets started flattish and pretty much steadily rallied all day finishing up about 1% across the board. That is indeed exactly the kind of slow rebuilding and gradual intraday strength that the bulls should probably want to continue to see. No trades for me today, but I did answer a […]
I am starting with some common and calls…
Let me cut to the chase. I’ve got a brand new long stock pick for the portfolio. This name’s gotten crushed on no fundamental changes to its business during this big downturn, and we’ve now got the opportunity to buy the stock near 52-week lows and at very reasonable valuations. The company’s called Autodesk Inc., […]
Some more big numbers…
Some more big numbers…this time from Cypress Semi. Take a look at some highlights from their press release today. == Press Release Source: Cypress Semiconductor Corp. On Tuesday July 12, 2011, 9:00 am EDT SAN JOSE, Calif.–(BUSINESS WIRE)– Cypress Semiconductor Corp. (Nasdaq:CY – News) today announced it is nearing the 1 billion unit mark in shipments of […]
You all know these two and perhaps a trade here is setting up…
Not all app stocks are created equal. And not all chip suppliers into the smartphone/tablet revolutions will benefit. Indeed, now’s the time to start separating the winners from the losers, so that when the rest of the Street finally sees the differences, it’ll likely be too late. As you guys know, this summer, I’ve re-written and […]