Sorry for the lack of posts today, guys, I was at the doctor’s office making just getting a look-see on my skin to make sure my freckles are cancer-free…the dermatologist said no worries, it’s all good. Anyway, a lot of you asked for me to give a few earnings previews, so here’s some food for […]
The Three Worst Timed-Deals of the Dot-Com Bust (Is 2012 like 1999 or 2001?)
Reading what Mark Zuckerberg had to say last week about Facebook’s purchase of Instagram took me back. 13 years back to 1999. First here’s what Zuck had to say: For years, we’ve focused on building the best experience for sharing photos with your friends and family. Now, we’ll be able to work even more closely […]
Trade Alert: One aggressive buy and two sells
***THE BUY*** FIO’s down 3% again today, just as it seems like it has been nearly every day for the last couple weeks. Time to buy some FIO. I’m buying some calls dated out into September with strike prices up to $30. The stock is right now at $24. If I buy a FIO call […]
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 […]
Top 10 Apple Supplier Stocks
Read as PDF: The Top 10 Apple Supllier Stocks Table of Contents I. Introduction II. BRCM – Broadcom, Inc. III. FIO – Fusion IO IV. QCOM – Qualcomm V. ARMH – Arm Holdings, Inc VI. GLW – Corning, Inc. VII. LVLT – Level 3 Communications VIII. MOLX – Molex, Inc. IX. NUAN – Nuance X. […]
What you said
I heard RIMM is getting bought out by Greece. The new country/company will be called Grimm — Subscriber CAL from the side bar chat on TradingWithCody.com I got dozens of answers to my question about who’s more scared, the bulls or the bears — and it overall turned out about 50/50. I’ve pasted some of […]
I do think that we have entered tech bubble territory
Good morning. Remember when I used to dispute all those analysts who said we were already in a “tech bubble” last year by writing about how we’d know we were finally hitting bubble phase when social networking and app-related IPOs started hitting the markets and doubling on their first day? Annie’s shares surge in IPO debut Cherry Hill […]
Apollo Group looks ready to crack and lots of must-reads for today
Did you breathlessly hop out of your bed this morning to check on the latest developments from Greece and the Euro-crisis? No? Me neither. I’m not looking to force anything here, but I am considering adding to my Apollo Group put position. Will let you guys know any details if and when I pull the trigger. […]
Chat Transcript: Strategies, definitions and explanations for all your questions
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. Cody: do you recommend leaps on some of your favorites e.g. FIO or do you prefer common? A. I like calls, call LEAPS (LEAPS are options that expire say, 12 […]
Fusion-IO explained and analyzed
Fusion-Io has a pretty interesting and unique product; they bundle flash memory, like the ones in the ipad3 Apple is premiering in two weeks that can be put right alongside existing servers. It’s a pretty deceptively simple idea, but it basically enables servers to access data way, way quicker. Fusion-IO is still an infant, albeit one […]
Thoughts on the “Are we in a tech bubble” question
With the Nasdaq now at 11-year highs, highs it hasn’t seen since the good ol’ dot com bubble days of late 2000, it’s time to revisit the question that everybody’s asking once again, “Are we in a new tech bubble?” Before I give what I think is the answer to that question, let’s take a […]
Today’s Revolution Investing links
Here’s what every Revolution Investor should be reading this morning. The Odd Facebook Halo – Jordan writes: “I find it a bit confusing why today, after Facebook has filed its S1, that all of the other publicly traded social networking stocks would be trading so much higher. Look at ZNGA, LNKD, GRPN, etc. and you […]
Position round up
Amazon’s topline is light and the stock is down 10% after hours. I’ve missed two earnings trades in a row (Sandisk last week and now Amazon this week) and I’m extremely disappointed about that. I will step back and re-evaluate and step up my game. In the meantime, we rounded up and added to all […]
Today’s must-reads
Here’s what I was reading and thinking about today when I wasn’t preparing for another week of a earnings blitzkrieg. Markets/Stocks/Trading: On Corporate Cash – In the Platinum Chat section on the front page ofWallStreetAllstars.com, I got in a debate about whether Apple should split their stock because of this article. I enjoyed Merkel’s contrarian take […]
Revolution Investing and a trading update for Corning
The whole point of Revolution Investing is to help you pinpoint when there really is risk and to avoid panicking when there’s not. I’m again warning readers that the tech stock market bubble that I’d been looking to really take off next year is no longer as likely as it had been. And yes, I […]
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 […]
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 […]
Questions and Answers from Today’s Chat
Last week you said we were going to scale into some of our RVBD calls. I am waiting for an update on when we are going to buy some. Today the stock tanked again by 9% in the morning and looks like its recovering a bit. Is this the right time to buy some long […]
These same guys will be touting these same companies…
This article from The Tell here on Marketwatch by my friend David Weidner confuses me – “Did Facebook owners overpay? Some 75% of investment bankers surveyed say the valuations of pre-IPO private companies are excessive.” I mean, is it supposed to be a bearish thing for Facebook and the other pre-IPO companies that a bunch […]