Cody Willard

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Getting close to a meaningful rally?

“It is always surprising how small a part of life is taken up by meaningful moments.  Most often they’re over before they start even though they cast a light on the future and make the person who originated them unforgettable.” Anna and the King 1999 “The effort must be

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Chat Transcript for May 23, 2012: Facebook, Apple suppliers, is Greece priced in? And much more…

Here’s the transcript of today’s chat. See you next week at 2pm EST at http://tradingwithcody.com/chat for more Q&A where you can ask me anything. Let’s rock! Q. What are your thoughts/opinion regarding Aruba Networks (ARUN)? A. At 52 week lows and

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Trade Alert: Reviewing the playbook and adding to a wet one

Good morning and welcome back to the recording studio, where the loops don’t always repeat from one verse to the next. Patience. Buying in tranches, instead of drawing a line in the sand with each trade. Flipping the headlines and conventional wisdom on its head to find the contrarian

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Focus on shorting crappy companies

The darkening of the market mood  is palpable.  Just two months ago stocks were going up in a straight line and everyone was in agreement that the economy was picking up steam. Funny what a difference a big down move can make.  Let’s look at some numbers. In the

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Apple’s biggest app supplier: Google

You won’t find Google on Apple’s list of its suppliers (it’s here in PDF form if you want to check).  But they should absolutely be there right between ‘Fujikura‘ and ‘Grand Upright TechnologyLtd.’, because Google is one of the most critical suppliers in the iOS ecosystem. And

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Trade Alert: Trade against the panic

So I finally take a couple days off and all hell breaks lose? It seems like the markets want to crash every time I happen to take a rare couple of days off. And last Thursday and Friday followed that strange pattern. When the markets were at their highs in

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Trades for the week of May 14th through May 18th

Here are my trades for the week of May 14th thru May 18th: Common Stock: Stock Long or Short Action Date Initiated Time Initiated Price LNN – Lindsay Corp. Long Buy 5/15/2012 1:22pm $61.17   Have a great weekend, everybody!

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Are you ready for water inflation?

We haven’t learned any lessons from the ethanol debacle. Subverting our food supply chain in search of energy is one of the dumbest trades of all time.  So when I see headlines like this from the Denver Post, I fret: Fracking bidders top farmers at water auction By BRUCE

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Chat Transcript for May 16, 2012: Facebook, FIO, Greece, Bob Weir and much more

Here’s the transcript of today’s chat. See you next week at 2pm EST at http://tradingwithcody.com/chat for more Q&A where you can ask me anything.All right guys, ask me anything. Q. Any idea or explanation why some important AAPL suppliers have completely different

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Two housekeeping notes

Flattish. The markets aren’t doing much today and I’m not doing any trading so far. Two quick housekeeping notes — 1. I’m going to southern Colorado to go flyfishing with my father for the next couple days. I’ve not taken a market day off in a long

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Flip It: Here’s why the Greek/EU set up is so bullish for investors

Flip It. It’s a concept that I created when I was learning to invest that is all about looking at the news, the trades, the analysis, and everything else completely upside down from what you’ve been taught. When the economy is rosy, and everybody thinks it’s a

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Trade Alert: The Three Best Clean Water Stocks

For the last 30 years the price of oil has been on a steady climb upward.  NYMEX traders who used to sit around all day for a penny move in crude now have to deal with $4 intraday spikes.  Peak oil and the feeling everyone has that we are running