Cody Willard - Trading with Cody (Page 110)

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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

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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

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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

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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

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Revolutions in Tech come with:

Scale Platforms Lockin/switching costs Visionary management Great balance sheets

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

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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

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Notes from NYC

On Wednesday, I’ll be traveling to speak at the Orlando Money Show (my talk is How to Find the Next Big Revolution in Tech Thursday, March 03, 2016 at 5:45 pm), so let’s do this week’s Live Q&A Chat at tomorrow, Tuesday 2pm ET.

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Cody Kiss & Tell: Bailouts, Fed playbook, market direction & more

Q. Cody, is there any chance for banks or any too-big-to-fail corporations defaulting on oil loans and begging government for bailout ? A. I was just talking about this idea when I had a drink with John Carney from the WSJ and also when I had coffee with Todd Harrison from

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Rescheduling today’s Q&A and update from Cody’s NYC trip

I am jam-packed in New York City including meeting up with Todd Harrison and a few other names I am sure you would recognize. I won’t be able to make the Q&A chat today. Let’s reschedule it for 2:00 p.m. EST this Friday, February

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Fitbit earnings report analysis

Fit reported a very strong quarter and guided the 2016 full year to be about inline with analyst estimates. But the guidance for next quarter was quite light. Revenues came in $711.6MM (vs. the St $648MM). Earnings per share was 0.35 (vs. the St 0.25). EBITDA $125.

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NYC Trip, Why I’m not buying DVN and other notes

I’m going to be on the road next week in NYC speaking at The Traders Expo, being interviewed here and there, taking a few meetings and seeing old friends, so don’t expect too many lengthy filings, though I will be trading as usual and will send out a

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