Cody Willard

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Insights from Aries on Fitbit and Hubspot

I’ve been spending a lot of time on the phone with old hedge fund manager and other money manager kinds of friends. Inevitably, the talk turns to some of our current stock holdings. Yesterday I was on the phone with an old friend who’s one of the most

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The shocking future of gold

Gold is sure acting like it’s trying to break out. As gold has taken off and is back in the headlines, making a strong move higher in the last few months, I’ve been receiving a lot of questions and getting in a lot of debates about it and

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Trade Alert: Shorting a highflyer and letting go of F5

Two trades today: One short (HUBS) and one sell (FFIV), as I’m removing yet another one of our long positions. I’ve got a new short position I want to start scaling into today — $HUBS. I’ll give you the upshot of the longer form analysis below that I

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Everything you own is about to become smart

Stocks are bouncing with the DJIA climbing back towards 18k once again. Gold trying to edge above $1300. I’m writing up a Latest Positions breakdown and analysis for each and every one of our positions, so stay tuned. In the meantime, here’s my report for today. One of

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Headline and analysis round-up

Markets turning a bit nasty, stocks selling off for the first time in the last two and half months, since stocks put in a panicky capitulation bottom. Since those panicky February lows, the markets spent the next ten weeks going practically straight up. Along the way, most money managers found

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When our Microcap Stock starts to get hyped

Axogen is up nearly 10% today to new all-time highs since we bought it. We own one microcap stock in our portfolio, an exception to the rule that I outlined when I first bought it and which you can read here: “You guys know that I‘m very leery about

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Amazon into the future PLUS FB, FSLR, AAPL round up

What to say about Facebook? It’s in a class of its own. Did you know that if $FB rallies another 15% its current $120 level, that Facebook would be worth more than Microsoft? $FSLR‘s first quarter earnings were pretty good relative to most any other energy company on

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Cody Kiss & Tell: Favorite energy stocks, the Military Industrial Complex, Health profiteering and more

Here is the transcript to this week’s Live Q&A Chat. Visit the Trading With Cody Chat room on the Trading With Cody iPhone App, the Trading With Cody Android App or at https://twc.scutify.com/members/. If you have any questions about our service, just email

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Thoughts on Apple, its suppliers, Google, Alibaba and more

Join me at 2pm ET for this week’s Live Q&A Chat at 2pm ET today at http://twc.scutify.com/members, on the TWC App, or just hit reply to this email and send in your question. I’ve owned $AAPL since 2003, $GOOG since the IPO,

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Trade Alert: Margin of safety

After two and half months of a market that has been going almost straight up, you would think we were do for a pull back. There is an old saying that “the market will punish the greatest number of participants as often as possible”, if I may paraphrase. Of course,

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The Anti-Smartphone Revolution

The Smart Phone Revolution is dead. Long live the Smart Phone Revolution. There’s a rising backlash against the smartphone dominant culture we find ourselves living in these days and that backlash is finally catching steam. I read an article today called “We’ve reached peak smartphone” and it captures

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Cody Kiss & Tell: Gene repair, Silver, Earnings, iPhone sales, and more

Here is the transcript to this week’s Live Q&A Chat. Visit the Trading With Cody Chat room on the Trading With Cody iPhone App, the Trading With Cody Android App or at https://twc.scutify.com/members/. If you have any questions about our service, just email