The trade I am slowly putting out some offers to sell about 1/5 of my JRJC puts. I never was able to borrow any shares to short on JRJC but I did get filled on my some my puts from a couple weeks ago when I’d written: “Here’s one I’m trying to short right now and […]
Trade Alert: A Wearable Revolution Stock that will surprise you
$AAPL now up 3%+ at day’s highs as news of of Apple Pay confirmed and the pricing of the new iPhones hits. Mobile payments service will be called Apple Pay. Apple iPhone 6 costs $199-$399, 6 Plus $299-$499 with contract. iPhone 6, 6 Plus will include Secure Element chip to encrypt payment info for Apple. Steady as […]
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 – Patience is a virtue
Travel can be tough anyway, but on Sunday afternoon in Baltimore, when I’d gotten to the airport, boarded the plane and then been ordered off as the flight got canceled, I lost a day of work and that’s why you didn’t hear from me til late last night. Markets are down fractionally but tempers and […]
Trade Alert – Two drone nibbles, Trader’s Deep Thought of the Day, and must-reads
The S&P 500 keeps touching new all-time highs, but the momentum stocks in particular are getting hit pretty hard today. On the other hand, I’ve seen enough comments about tomorrow’s economic reports catalyzing a big move in the markets that I wonder if we’ll most likely just get boring trading action tomorrow. No rest for […]
Trade Alert – Buying some shiny (and some must-read links)
Every man is equally entitled to protection by law; but when the laws undertake to add… artificial distinctions, to grant titles, gratuities, and exclusive privileges, to make the rich richer and the potent more powerful, the humble members of society — the farmers, mechanics, and laborers — who have neither the time nor the means […]
Trade Alert – Here comes the next tech bubble (but for now, two new hedges)
Let’s get caught back up on a bunch of our positions and recent analysis because after putting in 18-20 hour days for the last couple months subsequent to having acquired Scutify.com and seeing its traffic explode, I’d pushed myself to the point of exhaustion and slept most of the last three days. There’s a huge undercurrent of […]
Everything You Need To Know About Investing In Intel, Or, Why I’ve Started Loading Up On INTC
What if I told you I was buying a Revolutionary tech company’s stock, one of two or three of the best companies in the world’s most important technology industry. It’s a company that is probably about to take market share for the first time in at least half a decade in an industry that is […]
Trim Stuff You Were Losing Sleep Over Last Night
On the flip side of yesterday’s Trade Alert in which I suggested covering some shorts and/or nibbling some longs, if there are any names you’d wished you’d trimmed more of when the markets were closed at their lows yesterday, now’s a good time to do so. If you were losing sleep last night over any […]
Defense, Tensions, Protests, Chat Transcript
Here’s the transcript from Friday’s Live Q&A Chat. It seems a bit tone deaf given all the tensions, protests and violence going on all around us right now in this country. Given the escalation of the tensions in this country, given the economic ramifications of those tensions, given the structural risks developing in the economy […]
Cody’s Latest Positions: Equities, gold, cryptos and so on
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 […]
Latest Positions: Yes, there are new 10-baggers are out there
Here is a list of my latest positions with updated commentary and ratings for each position. This morning in the chat, everybody was like “Cody, any new buys coming soon?!” and “Cody we need another Axogen at $4!” And our new subscribers are always asking me if we’ll be able to find new names that go […]
Latest Positions Doo Wop, Analysis and Ratings
doo-wop: noun – a style of pop music marked by the use of close harmony vocals using nonsense phrases, originating in the US in the 1950s. Ever notice how some analysis is sort of like doo wop, wherein the analyst tries to harmonize with other analysts and all of them are using nonsense phrases? Just sayin’. Here […]
How to find dozens of 10-baggers by investing in revolutions
Another one of our TradingWithCody.com stocks, Solar Edge, SEDG, is up 15% after hours today, now up 200% from where we were building our long position in the name just over a year ago. I’m not sure I’ve ever had an earnings season like this one when I’ve had more than a dozen stocks I […]
Google hits my $1000 price target three years early
Let’s do this week’s Trading With Cody Subscriber Live Q&A Conference Call at 2pm ET. I’ll be ready to rock n roll and I hope you’ll call in live to ask questions, kid with me, or otherwise check in. Join me on the phone (Dial-in: #: 641-715-0700 Access Code: 709981), in the Trading With Cody chat room or just email us […]
Always bet on brilliance and revolution
The volatility index $VIX has been consistently crashing to new lows for weeks now and is as low as its been in years. With the $VIX presently at $11.80 as I write this — the question might be will the $VIX ever get above 15 again? The answer is most definitely yes. Will it happen over […]
The deep and wide on my Latest Positions
Jim Cramer taught me that I should review my portfolio constantly, weighing the risks and potential rewards of each position on a regular basis. You almost want to treat each position as if you were thinking about having to buy (or short) it afresh each time you look at it. That’s the long and short […]
Latest Positions: Notes, analysis and ratings
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 […]
Cody Kiss & Tell: Brexit, auto sales, gold, banks and more
Here is the transcript to this week’s Live Q&A Chat. Visit the Trading With Cody Chat room on the Trading With Cody iPhone App, the Trading With Cody Android App or at the Chat Room. If you have any questions about our service, just email us at support@tradingwithcody.com. Q. Any recommendations on position sizing/minimizing fees? If your account is say $20k and you’re […]
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 from […]