Trading With Cody

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

csco

It’s a flattish to higher open, but we’v…

by

It's a flattish to higher open, but we've got our two most volatile tech names of late, Cypress and Riverbed, both up more than 3%.  Recall yesterday that I wrote the following about Riverbed: Long-time subscribers know that I have been pounding the table on this one since it was in the low teens, but that most recently we were buying common and calls in the name around $32 a … [Read more...] about It’s a flattish to higher open, but we’v…

It’s a pretty bloody red open this morni…

by

It's a pretty bloody red open this morning, after Hewlett-Packard pulled a Cisco and guided lower for the second quarter in a row.  HPQ's getting killed and so is most of tech, but speaking of Cisco, it and a few other longs of ours are up today despite the ugly market.  Google, instead of being down on the news of borrowing $3 billion or so, is also in the green, and I'm … [Read more...] about It’s a pretty bloody red open this morni…

What one stock taketh away, another give…

by

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…

Cisco and silver are each down almost 5%…

by

Cisco and silver are each down almost 5% in the early action. On the conference call cisco CEO guided slightly lower again for next quarter for the fourth time in a row. I am digging through their report and others but the upshot is that I plan to hold my cisco position steady. We were adding to our cisco at these levels a few weeks ago and we are not far from my cost basis … [Read more...] about Cisco and silver are each down almost 5%…

Flattish day for the portfolio by the cl…

by

Flattish day for the portfolio by the close.  After the close though, our second largest position, Cisco, reported very strong earnings and the stock is up 3%.  That said, we won't know how the stock will trade tomorrow until we hear from Cisco CEO, John Chambers, on the upcoming conference call in which he'll give some outlook guidance and commentary about the direction of the … [Read more...] about Flattish day for the portfolio by the cl…

Silver has dislocated itself to the down…

by

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…

Email from a subscriber: –First of all,…

by

Email from a subscriber: --First of all, CY, and now NUAN have many times over paid for my subscription, with every other trade above water, except RVBD. Could you post a brief response to the following question" If one has suggested to a friend to sign on, or has not bought any particular stock either long or short as of today, can you state if any, and which ones … [Read more...] about Email from a subscriber: –First of all,…