Cody Willard

All

Tech Wars, Supreme Court Politics and VRX

Don’t forget 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. Tech Wars Very forward-thinking but skeptical analysis on the future of Virtual Reality,

All

Trade Alert: New pick for the VR and SmartCar Revolutions

Two sectors that are at the top of my list of Tech Revolutions would be smart cars and virtual reality. I can think of a handful of burgeoning tech revolutions that will grow 100% or more per year for the next three to five years, including artificial intelligence, big data

All

GW Pharma spikes

Well, we covered about 1/3 of our GWPH short a month ago to lock in a 50% gain, as the stock had been more than cut in half since we shorted it. This morning, GW Pharma announced the positive results of the first pivotal Phase 3 study of its

All

Family Update PLUS Markets analysis and puts update

First an update on Amaris and my family. Amaris continues to grow and get stronger and more alert. She and I have a lot of fun playing “I’m gonna get your nose.” She might not be able to talk (with her trach tube, we’ve never actually gotten to

All

Trade Alert: I spy puts (and the Virtual Reality Revolution)

I’m going to hedge the portfolio a little bit more by buying some puts on the SPY and the QQQ. We’ve had a heckuva rally from the February lows and I am just going to buy a few puts to provide a little more downside protection in case

All

Cody Kiss & Tell: Trump, Sanders, Clinton, Gold Miners, Options Strategies & 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

All

The un-Trade Alert

Don’t forget 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. Ask me anything at all about the markets, the economy, trading strategies, tech

All

Latest Positions Rundown

Here is a list of 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 also

All

Trade Alert: Puts on a new name and taking profits elsewhere

Time to lock in some more profits on our Netflix and Amazon call options that we’d bought right near the bottom back a month ago today (See Trade Alert: Panicky action, buying call options and Trade Alert: More NFLX and AMZN options). I didn’t catch the exact bottom

All

Revolutions in Tech come with:

Scale Platforms Lockin/switching costs Visionary management Great balance sheets

All

Cody Kiss & Tell: Fitbit, Qualcomm, Virtual Reality & 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

All

Trade Alert: Market / Fed playbook and a tranche buy

Interesting from Rev Shark and old friend Brian Reynolds: “‘A normal day in February would see investors buy $4-5 billion of new corporate bonds. Yesterday, they bought over $19 billion. That activity pushed new purchases of corporates over the quarter-trillion level for only the sixth time in the first two