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 With Cody Android App or at https://twc.scutify.com/members/. If you have any questions about our service, just email us at support@tradingwithcody.com. Q. Hello Cody. How do you feel the stock market will react if […]
Navigating IBM, the markets and the Fed, Fed, Fed
No trades for me today so far. We took advantage of panicky sell-offs last week to get in a few trades and tranches and like I always remind you guys, we want to take the best pitches we can get before we swing. Steady as she goes then for now. It was an an ugly […]
CORRECTION: Can’t short FEXPX
Darn it all, that’s how you know I’m sending you these trades out in real-time as I’m trying to act on them. Turns out that FEXPX isn’t an ETF but a mutual fund and there ain’t no shorting a mutual fund. I would look at any funds or stocks I have that are heavily-dependent upon exporting […]
Trade Alert: IBM out, a simple way to play the spiking dollar and taking some HIMX and AMBA profits
Google Glass supplier Himax HIMX up again, and starting to get parabolic. The HIMX chart is starting to remind me of GoPro supplier AMBA Ambarella’s chart frankly. Probably need to take a 1/5 profit on each to be disciplined. So that’s what I’m going to do – I’m trimming a tiny bit of both HIMX […]
Trade Alert – Two tranche buys and one tranche short-sell
Markets hitting all-time highs again. Many of our stocks are catching momentum again this week too. Steady as she goes though. I’ve got a few small trades I want to make, just to help balance out the portfolio and to put some money behind the places I think are most likely to move up next. […]
Trade Alert – Pairing up the tech investments with short positions
These days, it seems, Samsung can do no wrong, while our portfolio cornerstone, Apple, can do no right. Just have a look at these headlines, all from the past week: Apple Cuts iPhone 5 Production, Stock Falls: Is the Age of Apple Over? Samsung’s Galaxy S Smartphone Series Passes 100 Million Channel Sales Is It Too […]
Cody Kiss & Tell: Muchas preguntas con mis mejores respuestas
Howdy folks, let’s rock n roll. Hit the drums, I’ll find a groove to lay on top. We’ll jam like the Grateful Dead. At the end of this video you can see me jamming with Bob Weir. He taught me to play Friend of the Devil on his 1936 Gibson accoustic guitar as he jammed […]
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 […]
Cody Kiss & Tell: Howdie doodie time
Transcript for this week’s Live Q&A. Join me next Wednesday at 2pm EST at https://tradingwithcody.com/chat. It’s howdy doodie time! Hit me with anything. Q: Cody, I’ve been having most of my spare time taken up with family health, major house problems, etc. and have had trouble getting on the computer to monitor the market and, […]
Portfolio positions analysis
Let’s do a review of a bunch of our longs and shorts. IBM – IBM has a long and questionable history of growing their earnings much faster than their topline. In 2010, the company reported about $100 billion in sales. This year, three years later, they are supposed to report a whopping $102 billion in […]
Cody Kiss & Tell: Carrier vs. Enterprise, First Solar Flare 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 folks. Let’s rock n roll! Q. Cody, Can you please go over your IBM short thesis? You were SPOT on as the stock fell from […]
Cody Kiss & Tell: Tech Laggards, Doomed BBRY and the Next Apple
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. Let’s rock. Q. Why has tech lagged so far in 2013 while consumer staples like Hershey and Heinz growing 6% a year now have PE’s of 20’s […]
Working the phones and working on three new trading ideas
In my old age, I’ve gotten to where I just hate talking on the phone. Texting, emailing, writing and face-to-face are my preferred media of communication. But work, analyzing stocks and researching companies, managing people from San Diego to NYC to Las Cruces require working the phones. And today that’s all I’ve done so far […]
The AI Tech Stack
We’ll do this week’s chat at the standard time today at 3:00pm ET in the TradingWithCody.com Chat Room or as always feel free to email your questions to support@tradingwithcody.com. The AI Revolution is here, but it is just getting started. We are probably in the first inning of what will be one of the biggest […]
Free Book: The Great Semiconductor Shift (Plus Trade Alert)
First off, Cody will do this week’s chat today at the regular time, 3:00pm ET in the TradingWithCody.com Chat Room or you can just email us at support@tradingwithcody.com. By popular demand, we will do next week’s chat on YouTube live. Bryce here. The markets are mostly down this week and are getting pretty ugly at the moment […]
NVDA Earnings, INTC Discussion, RKLB Buys VRBO Assets, BKSY, And Much More
Here’s the transcript from today’s live Q&A chat. Also, don’t forget to follow us on Twitter @TradingWithCody! Q. Which stocks do you currently like the most? And the least? In your portfolio. A. Favorite right now are: RKLB, ROK, SMR, INTC, UPWK. Least favorite right now are: NVDA, AAPL, META, AMZN. Q. $NVDA Jensen Hwang […]
Tesla’s Investor Day, RIVN Earnings, GOOG v. ChatGPT, And Much More
Here’s the transcript from yesterday’s live Q&A chat: Q. Hi Cody, what were your main take away from Tesla’s investor day? Anything you didn’t already know? A. Mainly that Tesla is so far ahead of the competition on every level that I’m ready and willing to short most of the competitors forever. I was already […]
Odds Of A US Collapse, Inflation Thoughts, Hedge Fund Crypto Strategies And More
Here’s the transcript from this week’s Live Q&A Chat. Q. Cody, How likely do you think US could collapse in the next 10 years? Ray Dalio think it will happen in 10 years but his data + logic is suggesting every democratic country should collapse in 10 years. What do you think of this? I […]
Latest Positions: A No BS Market PLUS Semis And Other Names
This remains the “No BS Market” as any whiff of bullsh*t gets sold. Promises of future growth are starting to be considered folly. That’s part of the process of bottoming. We need some of the most speculative and especially some of the fraudulent companies that came public in the last year or two to go […]
Strategies For A Coronavirus-Clouded Crystal Ball
The economic underpinnings of our society are based on revenues generated from people doing things, consuming things and being together. We aren’t doing things, we aren’t consuming like we did a month ago and we certainly aren’t being together. The NBA is thinking about not paying player salaries after April 1. How many mortgages, boats, […]