Trading With Cody

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

rvbd

Well, losses in our SLV and RVBD positio…

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Well, losses in our SLV and RVBD positions neutralize our gains in LPS and with the markets just not finding any legs today, I finished up in the red for the day.  I bought some Google calls and did little else trading today. Tomorrow I'll run through a fundamental and a technical trading update on some of our positions.   Thanks for reading today and I'll see you back here … [Read more...] about Well, losses in our SLV and RVBD positio…

I bought the Google calls and am watchin…

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I bought the Google calls and am watching LPS continue to crack.   Riverbed and Ciena both look tempting to me, but I was a buyer of both in front of you guys at lower levels in recent weeks and I'm not going to force anything more just now. The S&P 500 and the DJIA are both literally flat on the day, up 0.00% at this minute as I type.  Don't lose focus, but there's … [Read more...] about I bought the Google calls and am watchin…

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…

So LinkedIn.com is coming public and hol…

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So LinkedIn.com is coming public and holy cow is the mainstream media hyping the heck out of it.  Every major news outlet is breathlessly explaining how the IPO was originally priced in the low $30s last week, then upped to the mid $40s earlier this week and how it priced at the highest end of that range last night.  And now it's opening up trading at $80 plus per … [Read more...] about So LinkedIn.com is coming public and hol…

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 …

I first started flagging Adtran for subs…

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I first started flagging Adtran for subscribers back when it was almost exactly half of the price it is right now.  The stock has come down from $47 a couple months ago and has been trading in the very high $30s to the low $40s since.  The company is scrambling to meet demand from carriers who are scrambling to meet demand from wireless customers who demand much more bandwidth … [Read more...] about I first started flagging Adtran for subs…

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…

The  markets are trying to get uglier an…

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The  markets are trying to get uglier and the bulls are retreating.  Most violent on my screen this morning is Riverbed, which has been one of the most volatile stocks in the market for months now: And it's been wildly volatile the last week too: Long-time subscribers know that I have been pounding the table on this one since it was in the low teens, but that most … [Read more...] about The  markets are trying to get uglier an…