Trading With Cody

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

cvc

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

by

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-…

by

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…

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…

Silver’s down more than 8% this morning …

by

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…

by

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…

by

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…

by

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…

by

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…