Cody Willard

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Taking a week to recover from the Little Bear Fire

As some of you dear readers have rightfully pointed out, I need to take some time to focus on my family and my property, 60% of which has burned from the Little Bear Fire, some of it scorched. My house survived and frankly, the 40% of the property that didn’

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Latest positions + update on Facebook + the best summary of the EU crisis ever

Facebook continues its anti-hate rally for now. It’s up more than 10% from where we stepped in to buy it, trading above $29 earlier this morning. Doesn’t mean that we’ve seen the bottom, but I’m holding my common and calls in it for now too. The

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Cody Kiss & Tell: The Fire, The EU Crisis, Facebook Options, TBTF Banks and much more…

We came up with a new, more compelling title for these weekly Q&A Chat Transcripts, Cody Kiss & Tell. Here’s the transcript of the back and forth (via email this week because I couldn’t log on for the live chat) with subscribers from TradingWithCody.com. How

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Markets and EU analysis: The hardest trade right now?

Saving is a fine thing. Especially when your parents have done it for you. – Winston Churchill The markets are trying to rally this morning, but all eyes are still on the Euro crisis, in which the discussion seems to now finally be turning towards a currency debate, rather than a

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Still in a holding pattern

Communications are spotty here near the Little Bear fire. There are now more than 220 homes that have burned but my home is still indeed standing. Markets are up gently this morning and I am still in a holding pattern trading wise for now. I don’t know if I

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Updated analysis on the EU crisis and three of our weakest stocks

Neither snow nor rain nor heat nor gloom of night stays these couriers from the swift completion of their appointed rounds. Those are the words on the facade of the James Farley post office on 8th Avenue in Manhattan, derived from a Herodotus quote.  It’s an incredible building that

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Going to (try to) assess the damage

I think and hope you guys will understand that I’m going to head on into Ruidoso/Alto to assess the damage and see how bad the fire still is. The fire’s still totally out of control and is spreading into the main parts of town. Thousands of homes

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Stocks and forest fires: My weekend spent running from the Little Bear Fire

Friday afternoon at 5pm MST, my girlfriend and I woke up from a nap and saw a plume of smoke rising in the distance, near the peak of White Mountain in Ruidoso, NM. By 3:30am Saturday morning, as the 150 foot flames were barreling down the ridge closest to

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List of Cody’s Positions

Machine Gun Joe VeTurbo: Hey cornball, what’s the fastest way through here? Fisherman: Well, the way we do it is we get a bulldozer and plow right through there. Machine Gun Joe VeTurbo: No, I mean what’s the fastest way from here to Albuquerque? Fisherman: You gotta go

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Trades for the week of June 4th through June 8th

Here are my trades for the week of June 4th thru June 8th: Common Stock: Stock Long or Short Action Date Initiated Time Initiated Price LNN – Lindsay Long Buy 6/4/2012 10:00am $53.94 CSCO – Cisco Long Buy 6/4/2012 10:00am $16.02 BRCM – Broadcom Long

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Market notes and trader’s question of the day

I, like the markets apparently, needed a morning to catch my breath. I was up into the early morning hours working and as you might have noticed, I’ve done a good bit of writing and trading in the first three days of the work week. Anyway, the markets are

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To love the Facebook hate

A few years ago I developed the Cody’s Inbox Hate-O-Meter which turned out to be an excellent contrarian indicator. One of the classic examples of its efficacy was back when I bought Apple common and calls at $7 a share when they had $8 per share in net cash