All - Trading with Cody (Page 65)

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Latest Positions, including a few Trade Alert updates

Here is a list of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. I’ve broken the list into Longs and Shorts. I’ve further broken the list down in order of highest-rated to lowest-rated (I’m no

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Personal account vs hedge fund explained

Markets rallying again, like I said last night, expectations have been so low (and perhaps fear still so high?) that Apple’s just okay quarter is met with broad based buying. Apple up more than 5% specifically and up $20 from its post-warning day’s low back just three weeks

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Trade Alert: Hospital, hedge fund, rallies and emotions

My gosh, it’s been a wild month and two days. I woke my wife up at 4am on December 27 because Amaris wasn’t breathing quite right and she went into the hospital 170 miles away that day. She’s still in there and today they told it would

Is China’s slowdown priced in?, The Cloud Boom, Verizon’s 5G Timeline, and more

Here’s the transcript from this week’s Live Q&A Chat. Q. Cody, do you think market has already priced in some of the slowdown in China? A. Great question. It all depends on whether China’s downturn here stabilizes and their economy bounces. If China’s downturn

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Updates and chat

Okay, we expect to get Amaris home in the next week or so and she’s doing much better all the time. I love snuggling her in her bed overnight as I’ve done several times, but I did have to get a chiropractor fix up today. I promise you

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Trade Alerts: A couple 5G plays, a trim and two shorts

Amaris is such a princess warrior and the doctors say we should be able to bring her back home next week. She’s off the ventilator and feeling much better. Here are most of the trades I’ve made lately in the hedge fund with a bit of commentary on

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Predictions for the markets, cryptocurrencies, earnings and lots of stocks

Here’s the transcript from this week’s Live Q&A Chat, including my feet-to-fire prediction for the markets, cryptocurrencies, earnings and lots of stocks. Q. Cody, what is your feet-to-fire prediction for short term ? For TWC portfolio, you do not have much puts I believe. Are you looking

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Trade Alert: Moves from the hedge fund (with commentary)

Amaris has been on the mend but she remains in ICU on a ventilator. Here are most of the trades I’ve made lately in the hedge fund — this time with at least a sentence or two of explanation. Longs: I bought a starter position in AAOI. The stock’s

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Markets, Stocks, Gold, Platinum, Netflix and more

Let’s do this. Ask me anything. Q. What are your thoughts on the overall market…with China stimulus, Brexit, US shutdown, and China tarriff stuff….? Earnings start next week. A. The stock markets are overextended too. But I’m not sure there’s another 10-20% pullback waiting. Feet to

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Trade Alert: Recent trades and updates

Here’s what’s going on. Amaris is still in Albuquerque in the hospital ICU on a ventilator among other things. You can learn more about Amaris here. I’m headed to Albuquerque to be with her and her mother and sister this morning. I probably won’t write again

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Markets outlook + AAPL, SEDG, MU, DIS + more

Good morning all. Amaris is still in the ICU. She’s on a ventilator to help her breathe. Thanks for the concerned questions and prayers everybody. Q. Cody, your directional instincts have been good. Rare to find a strategist with both long and short chops. Do you have a catalyst

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Trade Alert: More trades, more hospital

I got the office around 5:30am this morning and have been analyzing stocks and doing some more trading as I continue to slowly build positions in the hedge fund, both long and short. I’ve got to head back up to Albuquerque to the hospital to my family as

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