Trade Alert - Trading with Cody (Page 35)

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Trade Alert: Small cap nibble, big cap trim and markets set-up

A little portfolio maintenance here, with one nibble and one trim. I’m going to nibble some Axogen here. The stock has finally come down a little bit from our buying pressure since I added it to the portfolio a couple weeks ago. Also, remembering always that as Jim Cramer

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Trade Alert: Time to cover some of our VRX homerun short

Wow, I can’t believe my eyes as I see $VRX down another whopping 30% to $100 per share this morning on news that an outfit called Citron Capital has well, see for yourself: Valeant: Could this be the Pharmaceutical Enron? Citron Publishes the Smoking Gun!!CitronResearch.com‎ – 1 hour

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Trade Alert: Shorting Valeant VRX at $167/share

Thursday morning I was catching up with an old friend of mine who’s presently an executive at a publicly-traded biotech firm who used to run his biotech hedge fund next door to my old tech hedge fund on the 40th floor of the Texaco Building in midtown. When I

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Trade Alert: Buying more Netflix

Markets are less volatile than they were a month ago, but there’s still little complacency out there. Netflix reported very strong subscriber growth and the company has long said 2017 and on is when they will get to “material profitability” and so it goes. 150mm total global subscriber base

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Trade Alert: Four tranche buys, two trims

I’m going to make a few trades here today. Remember when the DJIA was down 1000 and hit its August lows and I wrote: Just scale into some more long exposure while others are panicking. That’s exactly what I’ll be doing this morning as I nibble on

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Trade Alert: Two stocks I’m buying and one I’m not

I’m revisiting two stocks I’ve owned before, putting them back into the portfolio today. And I explain why I chose against adding a third name. I want to diversify the portfolio away from being so tech-centric and add a new Food Revolution name to the portfolio here. Trading

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Trade Alert: Biotech microcap buy and a biotech ETF short

There’s a lot of consolidation out there in the broader markets and in technology in particular and in semiconductor stocks specifically. Two of our own positions, EZCH and SYNA are up big in the last week on consolidation moves. EZCH is being bought by an Israeli competitor and SYNA

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Trade Alert: Taking profits on EZ Chip and update on Synaptics

Don’t forget this week’s Live Q&A Chat at 2pm ET on the Trading With Cody app or at http://twc.scutify.com/members. I’ll be doing this week’s Live Chat session from the road as we’re taking my daughter Amaris to Albuquerque in

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Trade Alert: A new Wearables/IoT/Tech Revolution name

With stocks selling off seemingly every day since the Fed’s most recent announcement, the fear is building amongst the longs. And with fear comes opportunity. We can find some very cheap stocks that are positioned to benefit and grow in the Wearables and/or Internet and/or Drone and/

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Trade Alert: Short move PLUS Internet of Things and GoPro vs AMBA

1. First a quick Trade Alert – Pandora is up 6% on rumors that it won some sort of another ruling in its endless quest to pay as little as possible in royalties. One of the main reasons I’ve been short Pandora is because it’s in all this litigation

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Trade Alert: Trimming some FIT and Cody Kiss & Tell Chat Transcript

Here’s the transcript from this week’s Live Q&A Chat. And Fitbit now up 30% from where I bought more of it just five trading days ago. I’m going to trim 1/10th of my $FIT position, locking in some profits on that big of a

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Trade Alert (Removing Three Longs) and Latest Positions

As you’ll see below, I went through and made notes of my latest analysis about each of our positions. I’m removing three positions from the portfolio. I’m selling Palo Alto Networks and Splunk and Iconix. Details in the notes below. Every few weeks I sit down and

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