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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. How everybody! Let’s rock n roll. Q. Cody, absolutely an incredible video
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Amazon’s up big after another strong quarterly report, proving our long-held thesis that the company at some point can and will turn on the gross margin and earnings machine in its model. Facebook’s reporting tonight. Feet to fire I’d rather be long than short into the report,
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I’m not changing my stance on Apple. I’m holding onto a large common stock position with huge gains that I’ve owned for years and I’m sitting on losses from the recent call options I’d scaled into. I do expect that Apple can and will deliver
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Great time on the honeymoon, but long story short — 20 hours of plane delays to leave El Paso, lost luggage, flu-like symptoms almost the whole time we were gone, and lots of sleep, rest, relaxation and purification while in the rain forests of remote Costa Rica. It’s always great
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Here’s a list of our positions with the date for each of their respective earnings reports. Stock Reporting Date AAPL – Apple January 23rd AMZN – Amazon January 29th APOL – Apollo January 8th BIDU – Baidu February 4th BRCM – Broadcom January 29th DG – Dollar General March 18th DLTR – Dollar Tree February 27th
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It’s been about six months since we initiated short positions in two dollar store stocks: Dollar Tree (DLTR) and Dollar General (DG). No one, at the time, liked my thesis. In fact, as I wrote in June, many of the fund managers I spoke with tried to talk me
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Here are my trades for the week of January 14th through January 18th: Common Stock: Stock Action Date Initiated Time Initiated Price AAPL-Apple BUY 1/14/2013 10:40am $498.37 EWY-MSCI South Korea Index (Samsung short) SHORT 1/15/2013 2:47pm $62.30 IBM-International Business Machines SHORT 1/
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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
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As I noted in today’s chat, I’m officially going off grid and out of the country to a remote location for R&R after I marry my dream girl this coming Saturday. I’ll be back on January 28, full speed though. I’ll probably have a
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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 do this. Q. How do you decide when to take money
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These days, it seems, Samsung can do no wrong, while our portfolio cornerstone, Apple, can do no right. Just have a look at these headlines, all from the past week: * Apple Cuts iPhone 5 Production, Stock Falls: Is the Age of Apple Over? * Samsung’s Galaxy S Smartphone Series Passes
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Good morning and good week, as it were. Monday morning and we’ve already got a lot of movers and a few trades I want to make here early. First, Apple. The WSJ joined the chorus of “iPhone 5 sales suck”, with the same verses as everybody else has told
