Cody Willard - Trading with Cody (Page 184)

All

Trade Alert – Watching Dexter on your smartphone

Last week I wrote about how it was time to start rotating out of the handset suppliers and into the infrastructure suppliers of the App Revolution we’re all living through. Let’s walk through a rudimentary model of the Internet and you’ll see why I’m about to

All

Trade Alert – When the Price Is Right, Bet on a Cliffhanger

Let’s play if The Price Is Right! You’ve won the bidding round and now you’re up to play the classic Cliffhanger Game (How to play Cliff Hangers: guess the price on three items! For each dollar you are higher or lower than the actual retail price, the

All

It’s a good time for everybody’s favorite gameshow – “Who’s more scared?”

As one of our TradingWithCody.com subscribers phrased it in the Subscriber Chat Room on Friday, it’s a good time for everybody’s favorite gameshow, “Who’s more scared right now, the bulls or the bears?” With the TV on the background this morning, I saw the “Capitalize on

All

Latest positions, Monty Python and the big banks

Here’s a list of my latest positions in approximate order from largest to smallest. I give each stock a current rating from 1 to 10, 1 being “Get out of this position now!” and 10 being “Sell the farm, I’ve found a perfect investment” (there will never be

All

Trade Alert – Reflexivity (And adding to a ramping stock)

Reflexivity is a concept that explains how the markets can feed off the headlines which can feed off the market action which can feed off the emotions of the masses which can feed off the headlines which can feed off the market action and so on…. I’ve observed, written

All

Cody Kiss & Tell: Tech Laggards, Doomed BBRY and the Next Apple

Here’s 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. Q. Why has tech lagged so far in 2013 while

All

A look back at how we got to new highs and what’s next

(And don’t forget about this week’s Live Q&A at 2pm EST at http://tradingwithcody.com/chat) I always encourage every investor and trader to write about their activities, mindsets, psychology, and ideas every day and as much as possible. I learned long ago that writing my

All

Trade Alert – Time to shift focus from components to infrastructure

Disclosure and portfolio to come. Title: Time to position for a new growth sector Staying ahead of the curve by getting into infrastructure We were way ahead of the curve and have made big money in components suppliers for the Smartphone/Tablet/App Revolution for the past several years (see

All

Trade Alert – A euphoric tech sell and a disciplined but embarrassing buy

Our biggest position Google, courtesy of the Google calls we added when the stock was in a lull period two months ago, Latest positions (and Trade Alert – Noogle Gibble, er Google Nibble), is hitting new all-time highs yet again, and I think it’s time to trim a little bit

All

Trades for the week of February 25th through March 1st

Here are my trades for the week of February 25th through March 1st: Common Stock: Stock Action Date Initiated Time Initiated Price ADSK – Autodesk BUY 2/25/2013 12:58pm $37.37 BIDU – Baidu SELL 2/26/2013 11:49am $89.00 FF – Future Fuel BUY 3/1/2013 11:

All

Trade Alert – P/E ratio comparisons and time horizons

The Apple apathy apparently arises absolutely all of the time. Here’s your Trader’s Thought of the Day for today. Compare the following trailing twelve month P/E ratios, which don’t even account for the huge amount of cash (Apple, Google, Microsoft) or the huge amount of debt

All

Deep dive on the history and future of Apple, Google and the tech revolution

It’s tough to remember how Apple developed into a company that is one of the most valuable in the world and one that right now makes more money in a given quarter than any but a handful of companies in history. Before the iPhone or iPad were even in

See all