Trading With Cody

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

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It’s a nice rally with lots of gainers a…

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It's a nice rally with lots of gainers and few decliners this morning as rollover off the downhill side of the trading week.   The big story of the morning is the Linked.com social network IPO.  The media is hyping it much more than it needs to be and now the stock is going to open up double where it priced, which was already 30% above where it was supposed to price last week. … [Read more...] about It’s a nice rally with lots of gainers a…

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…

We are probably now more than halfway th…

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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…

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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…