• Skip to content
  • Skip to secondary menu
  • Skip to primary sidebar
  • Skip to footer

Trading With Cody

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


  • Twitter

  • YouTube

  • iTunes Podcasts

  • SoundCloud
  • Trade Alerts
  • Latest Positions
  • All Archives
  • Chat Room
  • Books
  • About/FAQ/More Info
    • Testimonials
    • FAQ
    • Contact
    • Privacy Policy
    • Support
    • Money management services
    • Public Speaking
    • Cancellation Policy
    • Login

cls

It’s just flat out ugly out there in the…

May 23, 2011 by Cody Willard

It's just flat out ugly out there in the stock markets today, with higher-beta tech leading to the downside. (Higher-beta means that the stocks are more volatile on most days than the broader stock market indices). I've been steadily putting money to work today, as I'd noted I would earlier. I've purchased Celestica and Nuance and shorted LPS. I might do another round of … [Read more...] about It’s just flat out ugly out there in the…

It’s a very ugly open this morning…bec…

May 23, 2011 by Cody Willard

It’s a very ugly open this morning…bec…

It's a very ugly open this morning...because of new concerns that Spain and Italy are to join Ireland and Greece as problem children of the EU...again.    Each and every time we've seen the markets get hit badly here in the US over some concerns about some smaller countries in Europe who are going to bail out their bankers and cut social services to kick the can further down … [Read more...] about It’s a very ugly open this morning…bec…

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…

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…

It’s an ugly day in the markets and our …

May 13, 2011 by Cody Willard

It's an ugly day in the markets and our portfolio's red too. I just bought some Celestica common stock on its weakness today following its recent weakness in days of late. It's still one of the cheapest and least-covered tech stocks in the world. … [Read more...] about It’s an ugly day in the markets and our …

What one stock taketh away, another give…

May 12, 2011 by Cody Willard

What one stock taketh away, another giveth. (Flip it.) The hits we're taking in Cisco and Celestica are being countered by the profits in Riverbed and Silver. Most of the rest of the portfolio is hardly budging and that means our portfolio is flat-to-slightly down on the day, much like the broader markets. I find myself almost disappointed that Cisco isn't down more so we … [Read more...] about What one stock taketh away, another give…

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…

Next Page »

Primary Sidebar

Must Read Articles (Free)

How To Invest In Business Models From Outer Space
Everything You Need To Know About Cryptocurrencies

You are not currently logged in.








» Register
» Lost your Password?

Subscribe now. You can cancel at anytime.

Buy with Crypto

Footer

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.

Copyright © 2023 · Magazine Pro on Genesis Framework · WordPress · Log in