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Trading With Cody

Long-term Revolution Investments and Real-time Trades from Cody Willard


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Here’s a list of my positions, in approx…

May 20, 2011 by Cody Willard

Here's a list of my positions, in approximate order from largest to smallest, though the variations between relative sizes are decreasing as time wears on and I get these longer positions built up.   We'll have some shorter-term and newer name trades in coming weeks to complement these  longer-term positions. Longs … [Read more...] about Here’s a list of my positions, in approx…

Using the weakness as an opportunity to …

May 20, 2011 by Cody Willard

Using the weakness as an opportunity to scale into some longs as I'd noted I wanted to earlier. Google, Adtran and Nuance common are what I'm buying.  Easy does it, I am getting closer to having these positions the relative sizes I want them to be here after 75 days of re-building this portfolio from zero in front of you.  I'll be back with a list of positions in a while.   … [Read more...] about Using the weakness as an opportunity to …

The markets are opening slightly lower t…

May 20, 2011 by Cody Willard

The markets are opening slightly lower t…

The markets are opening slightly lower this morning and there's little in the way of catalysts in the news today.  That said, we might not need a fundamental catalyst in addition to the strong earnings season we just made it through to pop this market.  Take a look at a three month DJIA chart: You can see that the markets have been in a steady uptrend while we've been … [Read more...] about The markets are opening slightly lower t…

So LinkedIn.com is coming public and hol…

May 19, 2011 by Cody Willard

So LinkedIn.com is coming public and holy cow is the mainstream media hyping the heck out of it.  Every major news outlet is breathlessly explaining how the IPO was originally priced in the low $30s last week, then upped to the mid $40s earlier this week and how it priced at the highest end of that range last night.  And now it's opening up trading at $80 plus per … [Read more...] about So LinkedIn.com is coming public and hol…

I first started flagging Adtran for subs…

May 18, 2011 by Cody Willard

I first started flagging Adtran for subscribers back when it was almost exactly half of the price it is right now.  The stock has come down from $47 a couple months ago and has been trading in the very high $30s to the low $40s since.  The company is scrambling to meet demand from carriers who are scrambling to meet demand from wireless customers who demand much more bandwidth … [Read more...] about I first started flagging Adtran for subs…

Here’s a list of my positions, in approx…

May 16, 2011 by Cody Willard

Here's a list of my positions, in approximate order from largest notional size, to smallest: Longs - Corning Nuance Riverbed Cisco Cypress Celestica Ciena Microsoft Apple Google Adtran DBA Visteon Nokia Shorts - GLD SLV LPS LYV XLF CVC … [Read more...] about Here’s a list of my positions, in approx…

Silver has dislocated itself to the down…

May 11, 2011 by Cody Willard

Silver has dislocated itself to the downside again today, losing almost 5% this morning and making our SLV puts pop.  Gold down.  It sure seems to me that silver and not gold is the driver of the direction of the precious metals everyday. Nice gains in the portfolio again this morning and I've not pulled any triggers so far today. As noted by one of our loyal subscribers, … [Read more...] about Silver has dislocated itself to the down…

Here’s my positions, in general order fr…

May 9, 2011 by Cody Willard

Here's my positions, in general order from largest notional position to smallest, though they all are about where I want them to be right now: Longs - Corning Cisco Nuance Celestica Cypress Riverbed Ciena Apple Microsoft DBA Visteon Google Nokia Adtran Shorts - GLD SLV LPS XLF LYV … [Read more...] about Here’s my positions, in general order fr…

We are probably now more than halfway th…

April 29, 2011 by Cody Willard

We are probably now more than halfway through with the earnings season, though next week will bring another barrage and there are a few laggard reporting schedules after that too.  Here's the earnings dates for all our positions: aapl - Already Reported on Apr 20th adtn - Already Reported on Apr 13th cien - June 6th cls - Already reported on Apr 21st csco - May … [Read more...] about We are probably now more than halfway th…

It’s a flattish open, but the story of t…

April 29, 2011 by Cody Willard

It's a flattish open, but the story of the day is the 15% drop, the crushing of RIMM. I've kept us out of RIMM and even had it as a short position in the Revolution Investing model portfolio last year before I started trading again where we rode it down from over $100 to some big profits before covering. Microsoft is down a couple percent after reporting a strong quarter, but … [Read more...] about It’s a flattish open, but the story of t…

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This does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or cryptocurrency or token any other product or service by Cody Willard or any other third party. Furthermore, nothing in this is intended to provide tax, legal, or investment advice and nothing in this should be construed as a recommendation to buy, sell, or hold any investment or security or cryptocurrency or token or to engage in any investment strategy or transaction. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.

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