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Lots of action today, so let’s jump right in and hit the names. Juniper – The company’s report was all about how strong carrier demand is and how weak enterprise/government spending is. Which is just exactly our thesis. The stock is getting hurt because guidance was a bit
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Wild action today, with a Twitter account, of all things, driving billions of dollars of intraday gains and losses. I’m not in a rush to trade earnings reports tonight, but feet to fire, I’d rather be long Juniper and Apple than short into the call. Indeed, I think
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There’s a time and place to be aggressively long. And there’s a time and place to let the markets play themselves out after a huge run. Over the last few years, the markets have, despite most professional money managers fighting it every step of the way, been on
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Let’s run through some big and/or important (not the same thing!) headlines today. One of the key’s to successful long-term investing is to look past what other’s are seeing in the news and staying as objective as you can while you do so. How Twitter is
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Gold is up again, now up 8% from the lows where we were buying GLD last week. I also went with my parents to local coin dealer here in Ruidoso, NM, and we bought some gold and silver coins, just as I’d told you I would. Interestingly, we had
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Here are my trades for the week of April 15th through April 19th: Common Stock: Stock Action Date Initiated Time Initiated Price GLD – SPDR Gold Shares BUY 4/15/2013 10:21am $133.00 AAPL – Apple BUY 4/18/2013 1:53pm $394.00 Options: Stock CALL or PUT Action
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Do you see the lines out the door for the newest, coolest, and most unbelievably Revolutionary Apple product ever? The iP… Oh, wait, there’s NOT any cool new Apple product out there, much less “Revolutionary” in the way the iPod which begat the iPhone which begat the iPad were.
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Apple has, as we all know, been a painful stock to own, look at and discuss. Seven short (or rather seven long) months ago it was the toast of the town, best performer in our portfolio and something to be cherished. Yet taking a look back you can see that
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Here is the transcript to this week’s Live Q&A chat. Join me next Wednesday at 2pm EST at http://tradingwithcody.com/chat or send me an email with your question at support@tradingwithcody.com. Let’s rock n roll. Q. Hi Cody, I have a question regarding
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Tense morning on Wall Street. And as usual, tense morning on Main Street. Here’s a note from this morning from one of the best, most-seasoned, and steady-as-she-goes money managers I know – “Very strange markets for me. My Restaurant Strategies portfolios are outperforming. My Low Volatility/High Dividend Strategies outperforming.
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“When advertising is involved, the user is the product.” – Whatsapp CEO, Jan Koum, on wanting to build a biz without advertising Let’s talk the future, because being a successful trader or investor ultimately is about maximizing your returns while getting your money in front of the future moves more
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The markets, pretty much all of them — stocks, gold, bonds — are all wound tight. There’s pressure on both the bulls and the bears right here. There’s pressure on holding cash. There’s pressure buying real estate. There’s pressure to hold your job in this high-unemployment market. There’
