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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 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…

Quick bulls, what’s the bear case?!  And…

May 13, 2011 by Cody Willard

Quick bulls, what’s the bear case?!  And tell right now, bears, what’s the bull thesis? Several years ago, I trademarked the term “Flip It” because I noticed how crucial it is for great investors, traders, thinkers, business people, comedians, and everybody to flip conventional wisdom upside down.  The old saying, “Buy when others are fearful and sell when others is greedy” … [Read more...] about Quick bulls, what’s the bear case?!  And…

Let’s review what I’ve been doing to re-…

May 11, 2011 by Cody Willard

Let's review what I've been doing to re-build my portfolio in broad terms. From a strategic standpoint, I've been buying the best companies I can find in the App Revolution and the Cloud Revolution which I think will explode into a new bubble in coming years and I've complimented those longs with long positions in the commodities-we-consume like the DBA and a huge … [Read more...] about Let’s review what I’ve been doing to re-…

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…

Silver’s down more than 8% this morning …

May 5, 2011 by Cody Willard

Silver's down more than 8% this morning as the dislocations I was looking to take advantage roil the precious metal market places.  Gold is down 2.5% too.  A "dislocation" is anytime a trading asset moves more than 2% intraday, and is often an indicator of an ugly topping process.  Read this post for more: https://tradingwithcody.com/archives/1328.   We have some nice gains in … [Read more...] about Silver’s down more than 8% this morning …

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…

And here’s my latest take on Cablevision…

April 20, 2011 by Cody Willard

And here's my latest take on Cablevision: Cablevision Systems Corp. CVC +2.22% is a play on the idea that free distribution of video over broadband Internet will undermine the $69 a month cable-TV business model. Cablevision’s been a tough short for us, but I do expect that in the next few quarters we’ll be seeing an acceleration to Cablevision’s subscriber losses. I think … [Read more...] about And here’s my latest take on Cablevision…

I nibbled on some…

April 11, 2011 by Cody Willard

I nibbled on some Adtran common stock.  And I shorted a tiny bit of Cablevision.  These two trades aren't necessarily for earnings season or anything...they're longer term positions that I just didn't have on the sheets yet.  Here's my Adtran analysis: Adtran is an old name in the land of communications equipment with more than 1,700 different products sold directly … [Read more...] about I nibbled on some…

It’s a flattish open as we remain cataly…

March 31, 2011 by Cody Willard

It's a flattish open as we remain catalyst-less until we fully enter earnings season in the next couple weeks.  Here's a list of my longs and shorts so far: Longs- Apple Ciena Celestica Cisco Cypress DBA Corning Google Microsoft Nokia Nuance Riverbed Shorts - Lender Processing Services XLF I'm going to look to start building up the short … [Read more...] about It’s a flattish open as we remain cataly…

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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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