Cody Willard

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Brexit brings buying opp

Stock market futures have tanked, with the major US indices looking like they’ll open down 4-5% tomorrow morning. The UK stock market is looking like it will I’m quite sure that Britain and the world will be better off the day the EU goes away anyway. More

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Connecting and learning in Toronto: No live Q&A today

I am in Toronto meeting with some quite brilliant hedge fund managers. I have already learned a lot on this trip. I won’t be able to make the 2:00 p.m. EST live Q&A chat today. All eyes on Brexit for now. The market seems to

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Un-Trade Alert: Facebook

“Played bridge in Ruidoso today, 8 ladies, all except me are mid 70’s up! Conversation got around to keeping up with your kids, one lady said….that’s why I use Facebook, it’s very easy for me to see what my kids, grandchildren, and great grands are doing.

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Disruptive and Revolutionary Investment Principles

I’m flying out tomorrow morning for a talk I’ll be giving to a hedge fund and its partners in Toronto. I’ll be talking about how and why it’s so important to invest in revolutionary companies in secularly growing industries. More on this in today’s report

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Cody Kiss & Tell: Zillow is Uber, Google for Twitter, Brexit timing 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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Upcoming appearance at the MoneyShow San Francisco

Join me at The MoneyShow in San Francisco, August 23-25, 2016, at the Marriott Marquis where I will be speaking on “Stock Picks for the Next Four Years”.  Hear which five stocks to own for the next four years, no matter who gets elected, as well as a discussion

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Analysis: Trading Plan, Hubspot, Banks, National Debt

Market Set-Up and Trading Plan Markets are getting hit today and this recent sell-off action is starting to make the bulls and longs wince at little bit. You know that I’m generally bullish about the next year or so as earnings, the economy, the Fed cycle and

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Analyzing Apple Afresh

First a quick note about the big tech deal this morning: Interesting that even with the 50% premium that $MSFT is paying for $LNKD today, $LNKD is still selling itself for 25% less than its all-time high reached several times over the last few years. Twitter’s spiking this

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Revisiting the App Revolution

Come meet me right now for this week’s official Live Q&A Chat  in the Trading With Cody Chat Room and on the Trading With Cody app or email me your question and I’ll include it in the transcript later. Today’s report: Are people facing App

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Cody Kiss & Tell: Oil, Gene Sequencing Stocks, $AMBA, $BIDU, $AAPL & 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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Cody’s Latest Positions Round Up

Here is a list of my latest positions with updated commentary and ratings for each position. I’ve broken the list into Longs and Shorts. And from there, I’ve broken down each list into refined categories in order from the largest positions within each category to the smallest. I

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This isn’t 2007

A couple of notes to start: Strong numbers out of $AMBA in their earnings report last week, but I hate seeing them so concentrated into another customer ($SNE) now that they’ve weened off their dependence on $GPRO. I’m just getting started on the $HUBS position and the action