Trading With Cody

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

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A couple weeks ago on the day it came pu…

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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 …

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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…

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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. …

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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. …

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

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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…

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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,…

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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,…