Here is a Part 4 of 5 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. The concerns about England’s mutated Coronavirus is probably not the only reason the markets are struggling today. Might be a slow grind lower into year […]
Latest Positions: Solar, China Middle Class, Trillion Dollar Club
Here is a Part 3 of 5 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. The markets are steady again to finish out another week in what has been a historically strange year in the markets and the economy and […]
Latest Positions: Get Off Of My Cloud and Semi-Charmed Life
Here is a Part 2 of 5 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position, including another Trade Alert. I’m selling DIS. It’s been our only stock that hasn’t made us money this year, which is quite an amazing thing […]
Latest Positions: The Final Frontier, Deee-Fence And Little Ol Tesla
Here is a Part 1 of 5 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position, including a couple Trade Alerts. No surprise that most of the ratings for my long positions are as low as they were back in February […]
Ten Years Of Trading With Cody: Fear Is Now Greed
We’re about to celebrate a full decade of Trading With Cody, which launched in early 2011. By request and to celebrate ten years of being in business, I’m going to open back up the Lifetime Subscription offer to kick off the celebration. You can sign up for a Lifetime Subscription for a limited time by […]
Trade Alert: Dell (Plus Suggested Readings For Bubbled and Troubled Times)
Here are a few books to read while the stock charts remain mostly parabolic and we are probably somewhere in the midst of a blow-off top Bubble Books we bought. A Short History of Financial Euphoria (Penguin Business) by Galbraith, John Kenneth Lords of Finance: The Bankers Who Broke the World by Ahamed, Liaquat Technological […]
Trimming Roku, Tough To Buy SpaceX, Amazon Lagging, Etc
Here’s the transcript from this week’s Live Q&A Chat. Have a great weekend! Q. $ROKU is just an absolute beast of a stock. Thanks for yet another one Cody. A. Can I get a woo woo and a hoo hoo? ROKU’s more than tripled since we bought our first tranche a few months ago for […]
Trading With Cody Crowd-Sourced Investment Reports on SRAC
Looks like we’re finally getting a little bit of a pullback in the markets, but whether will it turn into anything significant is yet to be determined. Steady as she goes. Let’s do this week’s Live Q&A Chat at 3pm ET today (Thursday). See you there. Come directly to the TWC Chat Room or just email […]
Trade Alert: It’s So Easy And Everyday It’s Getting Closer
“People tell me [caution]’s for fools. So, here I go, breaking all the rules. It seems so easy (Seems so easy, seems so easy). Oh so doggone easy (Doggone easy, doggone easy). It seems so easy (Seems so easy, seems so easy, seems so easy) Where [profits are] concerned, my heart has learned.” – based […]
Economist Preachers, Bonds Be Bad, US Vs Canada Fiat, Ranch Golf, Bitcoin, Stocks, Etc
Here’s the transcript from this week’s Live Q&A Chat. You’ll notice that I’m moving on from DVAX as it was a play on the vaccine and it’s failed to accomplish any traction in the Covid vaccines. Q. An “economist” just said we lost 1.4 million state and federal jobs since COVID and we need to […]
Trade Alert: New Stock Pick For The Space Revolution
I have a new stock pick for us, a new way for us to get a little bit more capital in front of The Space Revolution. The company is called Momentus, it’s mostly focused on “last-mile satellite and cargo delivery” in space and it’s going public through a SPAC that currently trades with the symbol SRAC. […]
The Problem With Economists Who Are Too Smart
I’ve been juggling a few too many projects this week and I apologize for the lack of in depth writing lately. I’ve got some good ideas to write up some predicts for 2021, for the post-Coronavirus Crisis world and yet more potential stock picks in my head, so rest assured I’ll be cranking the good […]
Broken Record Stock Market Breaking Records
Happy Thanksgiving. What a week it’s been and it’s only Tuesday. What a year it’s been and there’s still another 10% of the year left go. Tesla, woo woo hoo hoo, is over $550 and over a half a trillion dollar market cap. I’ve asked it before, but now’s a good time to ask it […]
IPOs, Constitutional Crisis, Anti-Trust, Timing A Thanksgiving Rally, Etc
Here’s the transcript from this week’s Live Q&A Chat. Now that it’s done, I’m going outside to walk up the hill and find some of my golf balls up there and hit some balls. I don’t mind sacrificing getting to play actual golf for the next few weeks to try to help stem the spiking […]
Trade Alert: Some Electric Vehicle and Space Short Ideas
Markets are resting, which is probably a bit of a relief to bulls and bears and longs and shorts alike. There’s still 15% of the trading week left though, so we’ll see if it gets fireworks one way or another before the weekend. I’m adding a few short hedges to the portfolio by taking advantage […]
Seeing The Flip Side Of The March Stock Market Crash
Jumia is straight up since we sent out the Trade Alert about it a couple days ago. I don’t know why. The chart is now parabolic and I’d have a hard time buying any more than just the tiniest of nibbles for now. Maybe it will keep going straight up, but I’d venture a guess […]
Trade Alert: Africa Is Ready For Economic Revolution And A New Name For The Portfolio
Last year, when I reversed my Tesla bear stance, turning bullish and then pounded the table over and over and made TLSA my biggest position at a split-adjusted $50 and finally making it a rare 9+ rated stock when it was below $40 — that’s why guys pay for this service. Fast-forward to today and […]
BABA Poetry, Interest Rate Outlook, Odds That Trump Leaves, Etc
Here’s the transcript from this week’s Live Q&A Chat. Q. Cody. What odds would you give for a constitutional crisis due to the challenge to the legitimacy of the presidential election? A. 10%? And that’s high enough that it should factor a bit into our risk/reward scenario for stocks a bit. It’s not an insignificant […]
Updated List Of The Prices Where I’d Want To Buy Our Stocks At Now
Growth or value? For years, 17 years according to some studies, the markets have been favoring growth over value. That’s because, as we’ve rightly analyzed for the last 20 years, when you can find a company growing 30-100% or more per year with nice gross margins and operating leverage, the “value” has actually been better […]
Loving The Longer-Term Revolutions, Seeing Some Shorter-Term Risks
Where are all the people going, Round and round till we reach the end One day leading to another, Get up go out do it again Then it’s back where you started, Here we go round again Back where you started, Come on do it again – The Kinks The markets like the fact that […]