Cody Willard - Trading with Cody (Page 221)

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Deja vu of a deja vu and earnings thoughts

A few things I want to share with you. First, a very insightful email from a TradingWithCody.com subscribers in Italy. I love Italy and even wrote a whole series of articles about my love for Italy for the Financial Times a few years ago. But I digress. Here’s

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The Three Worst Timed-Deals of the Dot-Com Bust (Is 2012 like 1999 or 2001?)

Reading what Mark Zuckerberg had to say last week about Facebook’s purchase of Instagram took me back. 13 years back to 1999. First here’s what Zuck had to say: For years, we’ve focused on building the best experience for sharing photos with your friends and family. Now,

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Spain, Italy, Apple and prom in Alabama

Remember when you were supposed to be freaking out about Greece and the EU crisis? These headlines are slowly starting to move their way back up the front page as the mainstream media looks to explain a pullback in the broader markets. Spain or Italy are what they want you

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Trade Alert: Brains and muscle and my latest positions

We’re a team. I’m the brains, she’s the muscle. – David Addison (Moonlighting) I sold 1/3 of my Apollo puts today too. I’m down to about 40% of the original number of puts I had in Apollo, but it remains my largest short simply because these

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Full analysis on Sandisk and more

My latest full analysis on Sandisk and lots of great insights below. Do you guys like these kinds of blog posts when I edit down the discussion we’ve having on the Side Bar Chat on TradingWithCody.com? davidoosnk April 16, 2012 – 12:02 pm I think some of the

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Trade Alert: Insights, answers and scaling into more of one tech stock

I’ve got answers to your questions along with some good insights from other subscribers below: @Cody: Are you still recommending WDC short into Seagate earnings this tuesday? I wrote this a couple weeks ago, but let me repeat it for new subscribers or those who missed it. It’s

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Some more analysis on Apple Suppliers

I’m working my butt off today! It’s been about two weeks since I published my Apple supplier book. The response has been phenomenal and we thank everyone who bought the book or subscribed to Revolution Investing and sent along their kind words. To keep the dialogue going for

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Revolution Investing Links: Tech trader almost runs into a bear and other must-reads

Here’s what I was reading and thinking about as earnings season heads into a TV timeout for the weekend. AAPLTrader.com – The single best website for Apple traders and a heckuva neat twist on social networking all in one site.You absolutely have to go through the free registration

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Thoughts on allocation percentages

Good value-add discussion from the Side Bar Chat on TradingWithCody.com that all of you have access to: calmdaw1April 13, 2012 – 10:56 am@Cody – how big would you be willing to let AAPL get as a percentage of an overall portfolio? I have inherited shares with cost basis

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Googlessons: You can’t game randomness

Well, as I’d worried might happen, the markets are not rewarding Google’s quarter and the subsequent analyst number bumps with a rally. We got the analyst notes we were looking for. This is from one of the morning notes that came across my desk about Google today: JPM

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Google and other earnings (and check out AAPLTrader.com)

Listened to a bunch of earnings calls tonights. The economy, at least for corporate America, sounds like it’s surprising some of the executives to the upside — that is the earnings report and guidance have been good and the commentary hasn’t been full of hyperbole. Google came in “better

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Trader Alert: Buying calls but don’t be thunderstruck

I was caught in the middle of a railroad track (Thunder) I looked round and I knew there was no turning back (Thunder) My mind raced and I thought what could I do (Thunder) And I knew there was no help, no help from you (Thunder) Sound of the drums,

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