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. Q. Why do stocks react so much to news? It’s just that I can’t see why if something happens in Europe, suddenly everyone feels fear and start […]
Cody Kiss & Tell: Corporate taxes, 3D Printing, Tech’s 4 Horsemen and much more
Here’s the transcript to this week’s Q&A from TradingWithCody.com. We have a cool new feature that we’re trying out this week — a video and sound generated from an edited version of the transcript. My band has been making some music videos using this technology and I realized it might be cool to use for […]
The Cody Willard Show Part 2: How much cash?, 10-baggers, FB now and Crypto in Divorce
Here’s “Part 2: Markets, Stocks and Cryptos” of the transcript for this week’s episode of The Cody Willard Show . You can read “Part 1: Politics” of the transcript here. You can watch this week’s full episode on Facebook here or on YouTube here. The Cody Willard Show is my once weekly 45-50 minute live show […]
Trump/Putin Summit, Alexa killing Siri, why tech stocks aren’t done and more
I’m in the RV with the family on our way to Red River, NM, to watch Michael Martin Murphy and camp out (no campfires with Amaris’s trachea tube still here though). You might recall I became a fan of MMMurphy a few weeks ago after hearing Spotify’s algorithms pick his 1972 tune “Geronimo’s Cadillac” out […]
Trade Alert: Everybody’s amazed at Amazon but that makes me worried
Quite a morning for our long-held Revolutionary Investments. Intel, which we bought a few months ago when it was in the $30s, reported nearly 50% growth in the cloud business. Amazon’s cloud revenues were through the roof too. Microsoft, which we don’t own, also saw explosive cloud growth. Do you know anybody who wrote a […]
Mindblowing numbers about Amazon, Facebook, Google and Apple
Facebook is now worth half a trillion dollars. Amazon too. The five companies on the planet with half trillion dollar plus market caps? Facebook, Amazon, Google, Apple and Microsoft. Did you know that Microsoft was worth more than half a trillion dollars back in 1999 and hasn’t created any value since Bill Gates left as CEO? […]
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 […]
Amazon into the future PLUS FB, FSLR, AAPL round up
What to say about Facebook? It’s in a class of its own. Did you know that if $FB rallies another 15% its current $120 level, that Facebook would be worth more than Microsoft? $FSLR‘s first quarter earnings were pretty good relative to most any other energy company on the planet. But they’ve got some lumpiness to […]
Stock picking, investing and trading ain’t easy
I have worked my butt off and taken a lot of risks and made a lot of predictions and put my money where my mouth is when it comes to our stock picks. I’ve made a lot of mistakes along the way, and we’ve certainly had a few picks that we lost money on over the […]
Trade Alert: Tranche buy, FIT secondary, AMAT earnings and more
First off, I’m adding another tranche of FFIV while it’s down today at near 52-week lows. The company is becoming an increasingly important player in the network security industry and has refreshed updates in its product lines about to hit in 2016 which should really drive growth in 2017 after their customers test out and […]
Trade Alert (Removing Three Longs) and Latest Positions
As you’ll see below, I went through and made notes of my latest analysis about each of our positions. I’m removing three positions from the portfolio. I’m selling Palo Alto Networks and Splunk and Iconix. Details in the notes below. Every few weeks I sit down and go through my entire portfolio and rank each […]
Trade Alert: Mining for options, tech apathy and other notes
Amaris doing very well…breathing on her own thru the trach for hours at a time. She responds to our voices and looks at us with her good eye (her left eye is a little underdeveloped) and smiles when we coo her and kiss on her. I got to do a bunch of cooing an kissing on […]
Facebook vs. Twitter: A look back and a look ahead
Back when I used to host my TV show on Fox Business, I used to admonish Facebook’s Mark Zuckerberg for not bringing his company public early enough so that the retail investors of the world could ride Facebook’s early stages of growth to riches for the broader public. When Microsoft invested $240 million into Facebook […]
Trade Alert: A look back at 2013 (so far)
They give you this but you paid for that And once you’re gone you can never come back When you’re out of the blue and into the black. Rock n roll will never die, There’s more to the picture than meets the eye. (Hey hey, my my – Neil Young) There are several huge advantages to writing a public […]
Trade Alert: Buying food stock and three revolutions you must get in front of
Oil and the dollar. Each is making some big moves over the last few weeks and months. Meanwhile, stocks just keep climbing. I’m going to add a small tranche, about 1/5 of a full position of common stock of Whole Foods, as it’s still not quite a full size position for me. I spent most […]
Cody Kiss & Tell: Footage from my drone, Valuing the China Amazon, concentrated portfolio advice and more
Cody: You guys ready for this week’s Live Q&A chat? I’m here. Let’s rock n roll. Check out the footage from my second successful flight of my DJI Phantom Vision drone last night. It goes even higher, but I stopped at 500′ because I’d already lost it on my own ranch earlier in the day on […]