My smallest long position, Ciena, reported a great quarter but gave terrible guidance and talked about struggling into year-end with a few “variables.” I don’t like the commentary out of the conference call either, but I’m not jumping to any rash decisions. I’m making some phone calls into industry people and analysts and will let […]
What Can We Learn From The Headlines: EV BKs, Central Bank Follies, Space Trillions(!)
Let’s run through some recent headlines and see if we learn anything: We’ll start off with a headline that we’ve been (sadly, contrarian-ily) needing to see in hopes that the markets can eventually start putting in a real, long-term bottom: Electric Last Mile Solutions Files For Chapter 7 Bankruptcy Jun 17, 2022 — In the voluntary petition […]
Uber Tesla Taxis, Bezos bitcoin, Gold standard, Technology vs jobs, and more
Here’s part 1 of the transcript from this week’s Live Q&A Chat. Q. A lot going on domestically and abroad. Stocks went up as you anticipated and wondered if you have any intuition about where we go from here? Thanks. A. I think stocks could gyrate around these levels with a slight upward bias for […]
Chaos, Trade War, Markets, Finding New Picks, Twitter, 5G and more
I’m proud to announce The Cody Willard Show, which is a much more highly-produced, once weekly 35-50 minute live show that you can find on Facebook, YouTube, Periscope, and Twitter. We’ll be publishing it each week in podcast form on iTunes and Soundcloud. Produced and co-hosted by former Fox Business producer Chris McHugh, I think you’ll find […]
Consumer Electronics Show, the Driverless Revolution, the IAm App…
I’m about to leave for the airport as, I’m headed to the Consumer Electronics Show in Las Vegas. I’ll be gone the whole week, but I’ve got some great meetings set up that run the gamut from Intel to one of the hosts of Shark Tank to Hyundai. I’ll be seeing all the latest driverless […]
The Results Business, When to sell everything, analysis on Camping World, Nvidia and more
Here’s the transcript from this week’s Trading With Cody Livestream Q&A chat. Welcome to another episode of Cody Underground, also known as the Cody live Q&A stream. I think we’ll be talking about some themes for the stock market for 2018 and we’ll talk about some revolution technology themes for 2018 and taking questions. First […]
Tech themes for 2018 and CES with Neil Patrick Harris, Terrell Owens and Bobby Farrelly
I’ll be at CES for three days next week as my company, The IAm App, will be making some big announcements about how we’ve partnered with Samba TV to put some of The IAm Apps, including The IAm Neil Patrick Harris App, The T.O. Sports Network App hosted by Terrell Owens, and The Farrelly Brothers […]
Latest Positions: Analysis, ratings, 2018 outlook and where I’d buy more of each stock
Here is a list of my latest positions with updated commentary and ratings for each position. 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. I also give each stock a current rating […]
Trade Alert: Letting go of two longs, raising some cash
I’m going to sell two more stocks today as I continue to whittle down my number of longs and get a little more defensive. First up is Ambarella. We’ve owned this stock for several years and we have overall made some great money on it even as we obviously should have sold all of it […]
Driverless cars will kill auto insurance, Amazon v WalMart, 5G and more
Here’s the transcript from today’s live Q&A in the Trading With Cody Chat Room. Q. Driverless will kill auto insurance, and it seems auto insurance is in denial. Look at PGR’s earnings call from August. They’re dubious of autonomous tech? They think they’ll be around in 40 years? It’s almost sad. Now that Google has […]
Looking back, looking ahead: Where I’d buy more of all of our stocks
Trade this big move before it’s too late! Buy that breakout. Sell this breach. Buy that stock if it spikes above this level on high volume and set trailing stop losses. Short some volatility. Open a butterfly straddle. Brexit! Greek crisis! Look over there, that’s shiny! How many traders, newsletter writers, pundits, retail investors, hedge […]
Cody’s Latest Positions Round Up
Here is a list of my latest positions with updated commentary and ratings for each position. 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. I also give each stock a current rating […]
Trade Alert: Take some profits into the euphoria
We bought panic when we had the chance. Now we sell into the euphoria. I remember back two years ago, a couple months after Amaris was born and I rented a house in Albuquerque for my family so we could be close to the UNM Hospital. It was a very stressful time. Meanwhile, every day […]
Latest Positions: Surprise, surprise, so you rub your eyes
Surprise, surprise, So you rub your eyes, Never knew UDS so cool as ice. Five souls play the head role, Excite the middle between the two poles, The globe rotates from new to old. – Urban Dance Squad I’ve bought three new stocks lately, Intel, Verizon and Snap, and it seems I’ve been surprising you guys […]
Your phoneless future, Blackberry Delphi, INTC, JPM, BAC and Pearl Jam
The thing about the LTE Apple Watch is that it’s a major step towards a “phoneless” future. That is, in five years or ten years, the Apple Watch and other smartwatches will have so many features, capabilities, display options and every app/data/content you want will be so completely cloud-based that the teenagers and 20-somethings of […]
Voice Revolution ratings, Gold allocation, North Korea, Hurricanes and more
Here is the transcript from today’s live Q&A in the Trading With Cody chatroom. Hey everybody, let’s rock n roll. Ask me anything. I’ll answer all the past few day’s questions from here in the chat room too. Hit me, as the great Britney might say. Q. Just because stocks are on The Voice Revolution […]
Cody’s Latest Positions
Here is a list of my latest positions with updated commentary and ratings for each position. 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. I also give each stock a current rating from […]
Where I’d buy more of each of our stocks
We have so many positions that are up 50%, 100% or 300% or even 1000% or more, as with the Bitcoins we sold recently. And as you know, I’ve been trimming our positions, reducing the number of longs we have and fond of having a nice cash cushion right now. One of our members in the Trading […]
Yes, it’s a bubble. When will it pop? Cody’s Latest Positions
Don’t forget this week’s live Q&A chat with Cody is today at 2pm ET. It will be a chat room version, not a call in version. Please stop by the chat room and say ‘Hi’! The relentless and increasingly strong rally in mega cap and large technology names has finally started reminding me of the […]
Video game stocks, Snap update, Devices with eyes and more
Here’s the second half of this week’s Trading With Cody Conference Call Q&A. Q. Cody, I have been looking into picking up a video gaming stock maybe $TTWO. Do you have an opinion on the segment? A. $TTWO and the video gaming segment itself has been up, up, up. $TTWO is near an all-time high right […]