I strive to give you guys the very best product I can, and I always know that I can do better. Before I jump in to this report, I want to request some feedback from each of you — what do you like about TradingWithCody.com and what would you like to see improved? The whole […]
Cody Kiss & Tell: Mom’s 401K, Profiting on Microcap Manipulation and more
Here is 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. Howdy y’all. Let’s ride. Q. Cody, I reduced my exposure to stocks as the markets reached their highs. What should I watch for as signals of […]
Latest Positions – a broadly diversified portfolio
Here’s a list of my latest positions in approximate notional order from largest to smallest. In the never-ending quest to provide the best service I can to you guys (and to help keep my own sanity), I’ve broken the list down even further into refined categories. I give each stock a current rating from 1 […]
Subscriber Chat Room Archive (July 15th-July 24th)
Here’s the past 2 weeks discussion from the TradingWithCody.com Subscriber Chat Room. RichardG July 15, 2013 – 2:13 pm TWM deserves a long starter today TL15 July 15, 2013 – 2:17 pm @Cody, if you could only scale into ONE long position today, which one would you choose? jahmon July 15, 2013 – […]
Everything You Need to Know About Investing in Gold and Silver
Read as PDF (right click to or click through and download the PDF version): Everything You Need to Know About Investing in Gold and Silver Most people seem to fall into two disparate camps when it comes to gold and silver – 1. Goldbugs, who can cite a litany of well-reasoned and long-held beliefs explaining […]
Subscriber Chat Room Archive (June 25-July 11)
Here’s the past week’s discussion from the TradingWithCody.com Subscriber Chat Room. jahmon June 25, 2013 – 2:38 pm @smallmoney Nice tip on Zynga yesterday afternoon…I did add and also added FSLR and a few others that are now up nicely jahmon June 25, 2013 – 2:41 pm Any concern for Juniper with the news that […]
Earnings Calendar with Analyst Estimates
Here’s a list of my positions with the date for each of their respective earnings reports. Longs: Name Symbol Reporting Date Average Analyst Revenue Estimates Average Analyst Earnings Estimates Intel INTC July 17th $12.89B $0.39 Sandisk SNDK July 17th $1.39B $0.92 Google GOOG July 18th $14.45B $10.79 Amazon AMZN July 22nd $15.74B $0.06 Apple AAPL […]
Quick hits and a reminder about this week’s Live Q&A Chat
I always reminded my viewers on Fox Business that “the only thing permanent in life is family”. I’m in Roswell today dropping off my 10 year old son of my dad’s brother’s son so he can fly back to his parents in Dallas. I’ll be back in the saddle at 2pm EST for our weekly […]
Latest positions (new format gives even greater detail than ever)
This type of action is not normal, though it feels like it right now. 5% intraday dislocations in ETFs, 5% intraday dislocations in precious metals, 2-3% intraday moves in stock markets around the world. a huge spike in rates and sell-off in Treasurys a US Federal Reserve bank’s inability to deliver gold as promised to its […]
Latest Positions – And who’s more scared right now?
It’s time for another edition of “Who’s more scared right now, the bulls or the bears?” To review, as I laid out yesterday, there are a lot of markets that sure seem prime to go crazy here. We all know there are huge imbalances and artificially propped up asset prices around the globe and here […]
Latest Positions – A game plan for a corrupted system
Is the entire stock market and the system it supports (or that supports it?) completely corrupted at this point? Think about it before you answer. Then click here and take our WallStreetAllStars.com poll. Knowing that most trades and prices in the stock market are set by computer algorithms and high-frequency trading software programs on a […]
Trade Alert – Locking in some gains (And Cody’s Latest Positions)
Good morning and welcome back to the airport, where the jets take off and land, but you always need a little bit of help on the ground. A couple trades this morning to mention. First Solar is up nearly 50% since we added it to the portfolio just a few weeks ago, and I’m going […]
Trade Alert – Playbook on Facebook and Latest Positions
I think FB is ready to run to $40. I bought a little more common stock today before they report earnings and unless the report is a total disaster, I’ll buy more on any weakness after the report. Here’s a list of my latest positions in approximate order from largest to smallest. I give each […]
Must-read news, analysis and other links
Let’s run through some big and/or important (not the same thing!) headlines today. One of the key’s to successful long-term investing is to look past what other’s are seeing in the news and staying as objective as you can while you do so. How Twitter is becoming your first source of investment news – My old […]
Earnings Calendar with Analyst Estimates
Here’s a list of our positions with the date for each of their respective earnings reports. Longs: Name Symbol Reporting Date Average Analyst Revenue Estimates Average Analyst Earnings Estimates Future Fuel FF March 18th $82.25 M $0.19 Sandisk SNDK April 17th $1.3 B $0.77 Google GOOG April 18th $14.22 B $10.69 Apple AAPL April 23rd […]
Latest Positions (and Predicting how long the bubble will last)
It’s been a steady drip lower in the market action all day and the path of least resistance seems to be pulling us lower. I remain heavier in cash and with more puts/short hedges than I was a few months ago. Ebb and flow with the market. The question for everybody now is — how […]
Latest positions, Monty Python and the big banks
Here’s a list of my latest positions in approximate order from largest to smallest. I give each stock a current rating from 1 to 10, 1 being “Get out of this position now!” and 10 being “Sell the farm, I’ve found a perfect investment” (there will never be a 10 rating, because there is no […]
Trade Alert – P/E ratio comparisons and time horizons
The Apple apathy apparently arises absolutely all of the time. Here’s your Trader’s Thought of the Day for today. Compare the following trailing twelve month P/E ratios, which don’t even account for the huge amount of cash (Apple, Google, Microsoft) or the huge amount of debt (IBM, HPQ, Comcast): Apple – 9 IBM – 14 […]
Latest positions – Antsy ain’t a strategy
Marvell is up after last night’s report. Steady as she goes, I’m holding all of my common and calls steady in that one for now. On the other hand, I’ve been actively refining the portfolio and getting ever less long as the markets run higher. I’d sure like to see a huge spike or a […]
Cody Kiss & Tell: Playing Robomneycare, A Technical Analyst Standpoint and My Mother-in-Law’s Green Chile Chicken Enchiladas
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. All right folks, let’s rock! First things first. Man, there is NOTHING as tasty as a great Mexican food dish with New Mexico Green Chile as the […]