Click here to listen to an edited podcast version of this week’s Trading With Cody Q&A Conference Call or read on for the full transcript. Let’s talk markets. I guess right now you can’t talk markets without talking politics. Comey. Fired. The FBI Director fired by the President of the United States who is under investigation […]
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 […]
Before they were the four most valuable stocks on the planet…
(Let’s do this week’s Trading With Cody Subscriber Live Q&A Conference Call at 2pm ET today. And I’ll even riff through all your questions from the last week in this chat room at that time too. And we’ll post all of it and send it out to you before I go home today. Join me on […]
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 […]
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 Kiss & Tell: Rate hikes, Market Timing, Bitcoin 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 kind of impacts do rate hikes have on the debt driven growth the global economies? A. Slowly moving higher […]
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 […]
IBB tanks and a couple other trading set-ups
I thought to myself just yesterday, “Self, it might be time to add another tranche/reshort some more $IBB shares. They are up big since Trump got elected and I still expect at least some big rhetoric about drug/health care pricing.” But I ended up thinking that I’d better not rush into it. So of course […]
Cody Kiss & Tell: New tickers on the radar, money flows 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 booth will you be at during the Traders Expo? A. I won’t have a booth at the Expo, just […]
Cody Kiss & Tell: Hedging, staying cool, Nvidia insights 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. Hi, Cody. Happy New Year. Is this an answerable question without a lot of personal-ownership specifics? With a modest portfolio […]
Get Cody’s next 10-bagger
What if you knew an analyst who bought Apple at a $1 in 2003 (AAPL is now above $110), Google at $45 on the day of its IPO (Google is now at $800), Facebook at $24 (FB is now at $110), and even got Nvidia earlier this year at $30 (NVDA is now at nearly […]
Cody Kiss &Tell: Bubble bursting, staying pat, and stock talk
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. In the last 4 months the only recommendations on longs I see are $SEDG, $TST & $PI. Correct me if […]
Un-Trade Alert: Market notes, analysis and Steady Betty
Some wild early morning action in the stock markets, tech specifically. Looks like most any stock related to high tech and/or high beta took a major hit early into the trading day with some names like $NVDA down 7% and $QCOM down 4% and $Z down 6% at their lows. The stocks have since bounced […]
Cody Kiss & Tell: Economy, Trump & the markets, Nvidia, Gold, 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. As I travel around my rural home area and around the country I am completely amazed by the appearance of […]
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 […]
Cody Kiss & Tell: Markets “pop” & election, Puts, and earnings stock talk
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. Would you say we are nearer the end of this downturn and that this is not just the beginning of […]
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 […]
Market notes (and pics from San Fran)
I was in San Francisco for a total of 36 hours, not including 18 hours of travel time to and from driving 90 minutes from y office in Ruidoso, NM to the tiny regional airport in Roswell, flying to Phoenix to Oakland and from San Jose back to Phoenix to Roswell and driving back to my home in […]