Here’s Part 1 of this week’s Trading With Cody Live Q&A Chat transcript. Part 2 will hit later this morning. I hope you guys are ready to rock and roll today, because I am! Let’s give everyone a minute or two to call in. I will start off with the 5-7 minute intro and then […]
Cody’s Latest Positions with new analysis for each (Updated)
Cody’s note: I forgot to update the actual Revolution Investing Ratings for each of our positions and to add Snapchat in The Latest Positions post I sent out earlier. Please use this one instead. Next Monday, I’m headed to speak at the Money Show in Las Vegas and to network/research at the SALT Conference. Come by […]
Trumpcare, Obamacare, The Fed and you
Reminder: We will have a Live Trading With Cody phone conference call today, Thursday, March 23 at 2pm ET at this number: Dial-in: #: 641-715-0700 Access Code: 709981 Now for today’s report. So much has changed as the occupant of the White House has changed last names to Trump from Obama from Bush from Clinton from Bush from Reagan. […]
Latest Positions
Finally, the markets have a reversal day that’s turned ugly. If it seems like it’s been a long time since the markets had an ugly day, much less a pull back, it’s because it has been. We’ve been trimming our longs and adding some index hedges. But we’re still sticking with most of our longs […]
Cody’s Kiss & Tell: 1929 crash, risk vs reward, TheStreet 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 WithCody Android app or in the Chat Room. If you have any questions about our service, just email us at support@tradingwithcody.com. Q. What are your thoughts on the overall market and potentially having a 1929-1930 type run/crash? A. There’s always a chance for […]
Snap 2017 vs Facebook 2012: Big differences
Markets flattish to down again today. Not sure we’re headed for an immediate correction, but the upside does seem a bit exhausted for the near-term at least. Drug stocks getting hit on Trump talking about pricing. Pandora getting smashed again today, as has been the case lately. I think it’s headed lower still. Same with […]
LA, NYC, Rock n roll and Latest Positions
I’m going to be on the road again next week, with a bunch of meetings and speech in NYC and then I’m onto LA for some meetings. No rest for the rock n roll. You’ll notice that my Revolution Investing Ratings for most of my long positions have dropped one point and some of the Revolution Investing […]
Latest Positions, family update, Boston/NYC trip
The family is doing great. Amaris is a bundle of hilarity and smiles most any time I talk to her. And her outright cracking up with chuckles when I pretend I’m a cat and purr/meow on her belly and neck is about the pinnacle of parenting. She’s gotten big enough and healthy enough that’s she […]
Latest Positions
After spending all of last week at the hospital, Amaris is back home and laughing, playing and kicking around as we love to see her do. I’m back in the saddle full-time this week and into the year-end, so expect a lot more updates, analysis, reports and a must-read outlook for how we should be set […]
The Fed, the Election, the markets and you
Join me right now for this Week’s Live Q&A Chat happening on the Trading With Cody app or at https://twc.scutify.com/members. The broader stock markets have spent the last two years going nowhere. Take a look at this DJIA five-year chart: The DJIA first closed above 18,000 back in December of 2014 and we’re still […]
The full scoop on all my 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 […]
Cody Kiss & Tell: Market set-up, Russia, Amazon Music 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 WithCody Android app or in the Chat Room. If you have any questions about our service, just email us at support@tradingwithcody.com. Q. Cody, Welcome back. Ok, while you were out and about hobnobbing, did you get a chance to talk stocks with […]
Cody’s Trades of the Week for October 3-7, 2016
TRADES FOR THE WEEK OF OCTOBER 3-7, 2016 On Tuesday, October 4th: I added a ⅓-sized tranche of $PI-Impinj and will look to scale into more of this name in weeks ahead. I re-shorted some $P-Pandora shares that I’d covered a few months ago when the stock was in the single digits and I’d covered half my short. […]
Trade Alert: Trimming some longs, adding to some shorts
I’ve got some analysis and some trade alerts to deliver, so let’s jump right in. Goldman Sachs added Pandora to their “Americas Conviction List” this morning and the stock is up near $15/share near recent highs. The Goldman notes first caveats their conviction with the facts that the company faces “significant execution and competitive risks as it […]
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 […]
Highlights and Q&A from the TWC Chat Room
This has been a busy but productive week as I’ve had lots of meetings and even hosted those guys from the Toronto hedge fund I had given a speech to last month. Here are some highlights from the Trading With Cody Chat Room. But before we jump in, be sure to check out these new […]
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: Bonds, how to short, 3D Printing 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 in the Chat Room. If you have any questions about our service, just email us at support@tradingwithcody.com. Q. Cody, Kass is calling a “generational low” in US and global […]
Revisiting the App Revolution
Come meet me right now for this week’s official Live Q&A Chat in the Trading With Cody Chat Room and on the Trading With Cody app or email me your question and I’ll include it in the transcript later. Today’s report: Are people facing App Burnout? Yes. Are a lot people using Facebook less today than they […]
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 […]