Here’s the transcript to this week’s Live Q&A chat. Join me next Wednesday at 2pm EST at https://tradingwithcody.com/chat or send me an email with your question at support@tradingwithcody.com. Happy New Year everybody. Let’s rock n roll. Q. Cody, Happy New Year. New subscriber. What is a good ratio say with a 100k portfolio (nice round […]
Trade Alert and complete technical analysis for Facebook
Did we just see a blow-off top in Facebook this morning as it spiked another 3% to the highest levels its been in months? The stock has since faded and is up less than 1% as I type this which certainly begs the question of whether that morning rally was a blow-off top for the […]
Trade Alert – Bidding below for fruit but not booking the Facebook yet
Yesterday I wrote this: Apple’s slow bleed of death continues — can you believe it was at $350 earlier this year though? I’m waiting to add the next tranche until either the slow bleed of death stops or until we get a major capitulation by the longs on a single day’s decline of say 3% […]
Facebook analysis from a kid half my age
I asked a really bright college student who loves trading and Wall Street and technology and all that stuff to take what he knew about my Facebook analysis and build off it with more detail and maybe some new insights into the stock that we might have missed. He sent me this a couple weeks […]
Cody Kiss & Tell: Facebook lockup, FIO upside, the Mainstream media and more…
Here’s the transcript to this week’s Live Q&A chat. Join me next Wednesday at 2pm EST at https://tradingwithcody.com/chat or send me an email with your question at support@tradingwithcody.com. Let’s rock n roll. Ask me anything. Q. Hi Cody, I would like to ask your advice in how to start investing. I mean, I don’t have […]
WSJ interviews me about Facebook
Here’s an interview I did with the Wall Street Journal on Friday about why I’m still bullish and buying more Facebook. Simon Constable, who will host his own TV show someday, asks probing questions and we cover a lot of ground in a short amount of time. WSJ: Why Cody Willard is still bullish on […]
Trade Alert: Facebooking boogie
Facebooked. Facebook took it on the chin, but you can’t judge the Facebook report by its cover. At any rate, this is part of investing and trading. You make your bets, and they don’t always work out in the near-term and you get up and do it all over again. Facebook’s down a couple bucks […]
How Facebook could get to a $200 Billion market cap
Facebook FB has taken over my email and no, I don’t mean they changed my default Facebook email, I mean that it’s in every other email I get. Back on June 5th when I bought Facebook for the Revolution Investing portfolio, this was my rationale: Mr. Market always overshoots on the downside and the upside, and […]
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 […]
Latest positions + update on Facebook + the best summary of the EU crisis ever
Facebook continues its anti-hate rally for now. It’s up more than 10% from where we stepped in to buy it, trading above $29 earlier this morning. Doesn’t mean that we’ve seen the bottom, but I’m holding my common and calls in it for now too. The calls give me a lot of upside leverage over […]
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 […]
To love the Facebook hate
A few years ago I developed the Cody’s Inbox Hate-O-Meter which turned out to be an excellent contrarian indicator. One of the classic examples of its efficacy was back when I bought Apple common and calls at $7 a share when they had $8 per share in net cash back in March 2004 and my […]
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 […]
Why I’m the only idiot buying Facebook
This week I added two new stocks to the Revolution Investing portfolio, including the now much-maligned Facebook, FB. Because as I see it, the IPO was a raging success and because it was such a success, it has made investing in Facebook here much cheaper than it would have been otherwise. Now I know the […]
Chat Transcript for May 30, 2012: Option strategies explained, how big traders are shorting Facebook 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, let’s rock n roll. Q. When you rate a stock 7 or higher after these 20-30% declines in almost every stock on the market, are they not more compelling […]
Chat Transcript for May 23, 2012: Facebook, Apple suppliers, is Greece priced in? 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. Let’s rock! Q. What are your thoughts/opinion regarding Aruba Networks (ARUN)? A. At 52 week lows and trading at less than 20x next year’s earnings, ARUN at $14 is interesting. FFIV […]
Chat Transcript for May 16, 2012: Facebook, FIO, Greece, Bob Weir 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. All right guys, ask me anything. Q. Any idea or explanation why some important AAPL suppliers have completely different behavior? QCOM,BRCM more or less are following AAPL (about -10% since their […]
Will Facebook’s IPO make E*Trade Party like it’s 1999?
Talking babies notwithstanding, Etrade has seen better days. It’s the rare company that got clobbered by Web Bubble 1.0 and the ownership of subprime debt. Here’s a chart of its all-time performance: Facebook recently added Etrade as an underwriter along with usual suspects like Goldman Sachs, Morgan Stanley (lead underwriter), Citigroup, J.P. Morgan, Bank of America, Wells […]
Two more ways to invest in Facebook before the IPO
Last month I told you Six ways to invest in Facebook before the IPO. Now we’re a month closer and about a week out from that holy day. A company founded in a dorm room less than a decade ago is about to be the biggest American company to ever go public ; UPS went […]
Six Ways To Invest In Facebook Before The IPO
Facebook recently disallowed the trading of its stock on secondary markets like Sharespost and Liquidnet. And with the news that they have chosen to continue the tech tradition of listing on the Nasdaq instead of the NYSE, the IPO is probably less than two months out. With all this hype and focus on Facebook’s billion […]