My dear subscribers have spoken and I have heard you tell me loud and clear that you find this list of “Where I’d buy more of each of our positions” one of your favorite parts of Trading With Cody. I added a new column to the spreadsheet this time — approximate annualized returns — for […]
Trade Alert: Two new value-based Revolution Investing names
Well, I plan on dipping my toe into the water with two new names this week. I’ve been working on both of these names for several weeks and worked with the best value investor I know, Robert Marcin, on them. Robert and I sometimes collaborate on finding new ideas and checking each other’s analysis on […]
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 […]
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 […]
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 […]
Fiber, Oil’s next move, Nvidia Softbank and more
Here’s the transcript for this week’s live Q&A in the Trading With Cody Chat Room. Hi everybody. It’s been a long month and a half with Amaris having been in the hospital for a couple extended stays and one minor long-scheduled surgery too. I’ve also been on the road to Boston and Las Vegas during […]
Trade Alert: The Bubble is finally here, so what should we do now?
Trading With Cody subscribers can click here to read this article. We got in front of the Cloud Revolution early and now we are riding it into Cloud Bubble territory. I wrote books about it like”30 Stocks for the Cloud Revolution” and about a hundred articles for Marketwatch, WSJ, USAToday and elsewhere about why we had to […]
Call Transcript: Bubbles, balance, Black Swans and more
Click here to listen to a podcast version of this week’s Trading With Cody Q&A Conference Call or read on for the full transcript. Cody: Welcome to the Trading With Cody Q&A Conference Call #2. Let’s start with an overview of the markets. What’s in the headlines? What’s everyone freaking out about? What is the crises […]
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. […]
What history says about the markets now
The Fed’s going to raise rates eventually, right? Maybe this week! And if you listen to the pundits and traders, a 0.25% interest rate hike from our central bank is A Very Big Deal. Let’s cut through the noise with some more historical perspective. This morning I sat down to write about why seeing the Fed […]
2016 vs 2017
In January last year, I wrote a big report called Stocks Wanted for 2016 in which I analyzed the outlook for the stock market and economy for 2016. I thought it would be instructive to look back at what we expected vs what happened and more importantly to update our analysis for 2017. I put the quotes […]
Who’s afraid of the big bad wolf?
“Now they all were safe inside But the bricks hurt wolf’s pride So, he slid down the chimney and oh, by Jiminey In a fire he was fried Oh, oh, oh, the three little free little pigs Just winked and laughed, ah, woo Who’s afraid of the big bad wolf The big bad wolf, […]
Cody Kiss & Tell: Amaris/family update, market prediction 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. Question from Cody: $DJIA near 20K, charts straight up. Who’s more scared right now, the bulls or the bears? See poll […]
Stock Picks for the Next President
Here are more notes from my talk “Stock Picks for the Next President” from the 2016 Technology Money Show in San Francisco. Now before I start I want to be clear that, as anybody who remembers my old TV show on Fox or any of my appearances on the Tonight Show or other programs, I […]
Cody Kiss & Tell: Lots of stock talk today-TWTR, HUBS, NVDA, FSLR, QQQ & 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. Which candidate do you think is better for the market, Hillary […]
Trade Alert: Start hedging against the election
Last night as I was going to close my computer to take it upstairs with me to stay overnight with my medically-fragile (but less so than ever!) daughter, Amaris, I saw a Trump’s and Hilary’s picture on a headline on Scutify. My happiness about playing, feeding and trying to sleep with my daughter as I […]
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 […]
Trade Alert: QQQ profits PLUS A look back and ahead
A few housekeeping items and other notes to start. I’m going to sell 1/3 of my QQQ call options that I’d bought into the teeth of the Brexit panic, locking in some profits but leaving 2/3 of the position on the sheets. BenjaminGraham wrote: “Successful investing is about managing risk, not avoiding it.” That is simply of the […]
Disruptive and Revolutionary Investment Principles
I’m flying out tomorrow morning for a talk I’ll be giving to a hedge fund and its partners in Toronto. I’ll be talking about how and why it’s so important to invest in revolutionary companies in secularly growing industries. More on this in today’s report below. But first… I’d mentioned a few times lately that […]
Analysis: Trading Plan, Hubspot, Banks, National Debt
Market Set-Up and Trading Plan Markets are getting hit today and this recent sell-off action is starting to make the bulls and longs wince at little bit. You know that I’m generally bullish about the next year or so as earnings, the economy, the Fed cycle and the stock market set up/sentiment seem to point […]