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 Apr 4, 2012: SNDK, FIO, Apple suppliers 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. Q. Hi Cody, not surprisingly my question is about SNDK. What do you think caused the lowered estimate? How does their performance relate to AAPL? Has the market over-reacted and what […]
Today’s chat: LOGM, FIO, NUAN, Europe, and more
Here’s the transcript of today’s chat. We broke the questions and answers down into two sections as usual — Economy/markets/trading/strategy and Stocks. See you next week at 2pm EST at https://tradingwithcody.com/chat for more Q&A where you can ask me anything. Economy/markets/trading/strategy Q: Dear Cody, do you still see a possible year-end rally in tech? Thank […]
Revolution Investing links: Economists revolt, G-20 cluelessness, how the best tech trader I know is trading Groupon and more
Here’s what I was thinking and writing about when I wasn’t jumping for joy that my Gmail “Database error 500” issue that kept me from accessing my Gmail emails all day yesterday was resolved overnight magically. Was worried I’d lost all those emails, you know? Whew. To say LinkedIn is fairly priced at current levels […]
The 100 Most Important Tech Stocks on the Planet
Click here to see this book as a PDF Click here to see this book as a PDF Introduction Innovation. Growth. New markets. Game-changers. Isn’t that what tech is? Whether you’re old or young, conservative or aggressive, an investor or a trader — everybody needs some exposure to technology and the […]
And what’s the clearest trade on all these trends…
Here’s more on the macro-economy, the important trends inside of it, and how it is informing our analysis and portfolio positioning. I’ve spent the last couple weeks researching correlations between the broader macro economy and the stock market. We’ve been very successful and profitable in positioning for a new tech stock bubble since I […]
Throughout this week, I’ll be highlighting these and other charts and outlining the best trades setting up right now for us…
By the look in your eyes you’d think that it was a surprise, But you seem to forget something somebody said, About the bubbles in the sea, and an ocean full of trees. — Neil Young Let’s run through some economic charts my all-star team of research associates put together for us and see how […]
I’m focused on finding the guys selling the picks and shovels to these companies…
With Apple’s formal entrance into what I’ve been callling the Cloud Revolution, we take another step closer towards the coming App/Cloud Stock Bubble that I’ve spent the last two years positioning for. iCloud and Apple? Everybody you know is trying to figure out what this whole “Cloud” thing is and every investor you know is […]
For just over a year now, I’ve been tell…
For just over a year now, I’ve been telling people that we were likely starting to enter an app/tablet/smartphone/cloud-fueled new tech bubble. I told my viewers on Happy Hour repeatedly that Facebook would be worth more than a hundred billion dollars someday. I figured we’d be seeing tons of content/cloud/app companies like Chinese social network […]
Last week before LinkedIn.com came public, I’d said that it would likely pop huge from the IPO pricing of $40ish and that it would eventually grow into even an $80 per share valuation. By the time it opened that morning and had spiked from the $45 pricing to over $120 intraday, I wrote that […]
A couple weeks ago on the day it came pu…
A couple weeks ago on the day it came public, Stacey Delo asked me what I thought about buying RenRen. I told her, and I quote: “Run the other way from Renren.” I went further in my article on the matter too — “I wouldn’t touch the stock with a ten foot pole. I don’t […]
Social butterfly. Social security. Soc…
Social butterfly. Social security. Social drinking. Social smoker. Social sciences. Social distortion. Let’s talk social for a minute because it’s one of the key drivers in all things related to tech, media, and advertising. First off, let’s touch on this Wedbush report I got in my inbox today that says we’ve entered a brand new […]