I’ve explained in detail the supposed US budget impasse won’t matter to your portfolio in the long run. I’ve compared the trillions in ongoing explicit corporate welfare and homeowner subsidizations to the tens or hundreds of billions that the Republicans and Democrats want to cut from social services for all citizens and shown you guys […]
You had to pick your timing to catch the gain…
Let’s talk more about the importance of contrarianism in our trading and how it applies to the markets vs. the economy in our analysis and approach. Whether looking at the impact of unprecedented monetary easing and ongoing 0% Fed loans, or at the record-levels of corporate cash, both of which will continue funding buybacks, or […]
Subscriber question: How is the FTC investigation going to impact Google…
Subscriber question: Wonder if the FTC investigation is going to impact operations at Google? It certainly has hit the stock. Let’s talk about that FTC impact and how it did impact the stock because there’s a important if ancient trading lesson in that action. There’s an old saying on Wall Street that you should “Buy […]
50 Stocks for the App Revolution – Updated June 2011
PDF version: 50StocksfortheAppRevolutionJune2011 Introduction Since I first published 50 Stocks for the App Revolution back in November 2010, the stocks in the report have more than doubled the mid-single digit returns of the broader markets. And why not? I mean, think about what is happening to the technology, content, phone, television, news, magazine, and even the […]
I’ve got a special bonus coming for all of you TradingWithCody.com subscribers…
It grew increasingly sloppy as the day wore on and as we head into the close we’re at the session lows. Most traders would tell you closes like this layered into our recent down trend action isn’t bullish, but classic technical analysis methodology has never been the way to make money either in the near-term […]
In case you had any doubt, RIMM is still truly dead…
In case you had any doubt, RIMM is still truly dead, as I have been had the unfortunate job of predicting to much hatred and chagrin from RIMM longs over the last couple years. I don’t know what else to say. I’ve been writing variations of this “RIMM is dead” theme for a year (see […]
Our bet against the biggest loser in the mortgage/robosigning/foreclosure-gate debacle…
It’s an ugly day for the markets but the biggest decliners on our sheets are, at least for now today, our two biggest shorts. Our bet against the biggest loser in the mortgage/robosigning/foreclosure-gate debacle, Lender Processing Services, is hitting yet new 52-week lows again, giving us some more outsized gains in the puts we’ve been […]
I wanted to share the analysis of three…
Since I published 50 Stocks for the App Revolution back in November and gave the $79 report in its entirety to you subscribers, the stocks in the report have more than doubled the mid-single digit returns of the broader markets. The App Revolution is kicking in and I wanted to go through each and every […]
I’ve just added to my puts and short in the…
Let’s update our stance, remind you of our positioning and talk about what I expect next for our silver and gold positions. To review, when silver started “dislocating” (see this, this and this) a few weeks ago, it was a flag in my playbook to start building a short position in both silver and in […]
For just over a year now, I’ve been tell…
For just over a year now, I’ve been telling people that we were likely starting to enter an app/tablet/smartphone/cloud-fueled new tech bubble. I told my viewers on Happy Hour repeatedly that Facebook would be worth more than a hundred billion dollars someday. I figured we’d be seeing tons of content/cloud/app companies like Chinese social network […]
The App Revolution will be worth trillions
Why buy into apps? Why invest in the cloud? Why not industrials and retail? Why bet against energy and financials? I am often asked why I am investing in the areas I’m focusing on and why I am ignoring other sectors of the economy. Let’s break this concept down. The single biggest key to successful […]
Why buy into apps? Why invest in the clo…
Why buy into apps? Why invest in the cloud? Why not industrials and retail? Why bet against energy and financials? I am often asked why I am investing in the areas I’m focusing on and why I am ignoring other sectors of the economy. Let’s break this concept down. the single biggest key to successful […]
I bought some more Google common this mo…
I bought some more Google common this morning as I’d noted. I’m not forcing any buys, but you’ll notice I’m following the playbook that has been working so well for us — that of buying/covering on big down swings in the broader market and selling/shorting on big up swings in the broader market. It’s not […]
30 Stocks for the Cloud Revolution
Read as PDF: 30 Stocks for the Cloud Revolution Introduction When you stream a movie off Netflix, you’re in the cloud. Do you think you’ll be watching more movies on a DVD, or will you watch them over the Internet with your smartphone, tablet, car dashboard, computer and TV over the next five years? When […]
I’m following almost the exact same play…
I’m following almost the exact same playbook I’ve been outlining for the last year. Despite the pullback they were already in, and despite the heart-wrenching tragedies and worrisome radiation threats from Japan, the broader stock markets have hung in there, down only 5-10%. Meanwhile, many of my favorite “app revolution” stocks, some of which were […]
I’ve added to my Cisco January 13 $20 st…
I’ve added to my Cisco January 13 $20 strike price calls and will continue to look to add to existing positions into the close depending on how much we might sell off in the contra (final) hour. As the markets’ sell offs accelerate here as word of Saudi Arabia’s dictatorship shooting on demonstrators in the […]
I got some of my early morning purchasin…
I got some of my early morning purchasing done here when the market was at its (so far) worst of the day. I outlined the following playbook for my Revolution Investing newsletter subscribers back on February 8: “Here’s what my experience and analysis says on how the near-term market action will play out: “After all […]
10 Undiscovered Stocks for the App Revolution
Read as PDF: Ten Undiscovered Stocks for the App Revolution It’s still very early in this remarkable cycle of technological change that we’re just starting and which I call the App Revolution. I’ve been telling you dear readers about how this will be the first market in the history of the planet to reach a […]
50 Stocks for the App Revolution
Read as PDF: 50 Stocks for the App Revolution In “50 Stocks for the App Revolution”, we attempt to identify 50 of the companies most widely exposed to the app and smartphone revolutions. We break the universe of app stocks into eight categories, though obviously some gray areas exist – is Nokia a platform builder […]