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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 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…

A couple weeks ago on the day it came pu…

May 19, 2011 by Cody Willard

A couple weeks ago on the day it came public, Stacey Delo asked me what I thought about buying RenRen. I told her, and I quote: "Run the other way from Renren." I went further in my article on the matter too -- "I wouldn’t touch the stock with a ten foot pole. I don’t trust Chinese company disclosures and numbers as a general rule, and Renren has already had to correct … [Read more...] about A couple weeks ago on the day it came pu…

Nice up day for the markets and for our …

May 18, 2011 by Cody Willard

Nice up day for the markets and for our portfolio.  Steady as she goes for now. Let's hit today's big movers and a note on each: Cypress -- up 5% today. It's been a steady climber for a long time now and has been in pause mode for a few weeks.  Look at the chart and you'll see it sure looks like it wants to run again.  I'm a buyer  or holder of Cypress. Live Nation … [Read more...] about Nice up day for the markets and for our …

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

May 18, 2011 by Cody Willard

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…

I just bought some more Visteon common. …

May 16, 2011 by Cody Willard

I just bought some more Visteon common.  I thought the call options on this one, which has been trading in a $20 range between $60 and $75 for the last year, would be cheaper than they are right now.  This stock's kind of range performance for such a sustained period of time  would normally translate into the call options having some cheap-o premiums.  But in this Visteon case … [Read more...] about I just bought some more Visteon common. …

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…

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…

Email from a subscriber: –First of all,…

May 9, 2011 by Cody Willard

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,…

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…

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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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