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Cody Willard

Cody Willard

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More on the Seagate trade

A few weeks ago, when the stock was trading at about $18 a share, I wrote a column called, “Seagate: A wildly cheap stock with a chart that’s on fire. First off, I want to thank Robert Marcin, whom you’ve seen me call “The best value investor I

By Cody Willard 06 Feb 2012

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Thoughts on the “Are we in a tech bubble” question

With the Nasdaq now at 11-year highs, highs it hasn’t seen since the good ol’ dot com bubble days of late 2000, it’s time to revisit the question that everybody’s asking once again, “Are we in a new tech bubble?” Before I give what I think is

By Cody Willard 06 Feb 2012

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What investment and trading terms do you need me to define?

I just got this email: Hi Cody, I don’t want you to laugh at me but plz. could you help me know this basic trade jargon. What are longs, shorts, puts calls, strike? Also how do you play in options market ? I am talking about basics 🙂 Have a great

By Cody Willard 03 Feb 2012

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Making some sells and latest positions

Okay guys, it was another heckuva a week. I sold not quite 1/3 of my EKDKQ for 40% plus profit in less than two weeks. Holding the other 2/3 for now but to reiterate — this is a MUST SELL within the next few trading sessions as the bankruptcy

By Cody Willard 03 Feb 2012

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Kodak Moment

The markets are extending the breakout. We’ve got a lot of stocks rocking and rolling and Cisco just crossed $20, Juniper’s up 5%, and the portfolio’s a hopping. That said, LPS is up big again too. Quick note — I’d mentioned earlier this week that I was

By Cody Willard 03 Feb 2012

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Today’s Revolution Investing links

Here’s what every Revolution Investor should be reading this morning. The Odd Facebook Halo – Jordan writes: “I find it a bit confusing why today, after Facebook has filed its S1, that all of the other publicly traded social networking stocks would be trading so much higher. Look at ZNGA,

By Cody Willard 02 Feb 2012

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Morrie’s Wigs: Thoughts on LPS

Morrie: Henry, you’re a good kid, I’ve been good to you, you’ve been good to me. But there’s something really unreasonable going on here. Jimmy’s being an unconsionable ball-breaker. I never agreed to 3 points on top of the vig! Am I something special? Some

By Cody Willard 02 Feb 2012

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Early morning trade updates

Howdy y’all. Let’s jump right on top of this bull and ride. First up is STX. The company absolutely crushed the quarter and the guidance for the rest of the year blew everybody’s mind. Here are a couple analyst notes on STX’s quarter: We are reiterating

By Cody Willard 01 Feb 2012
Position round up

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Position round up

Amazon’s topline is light and the stock is down 10% after hours. I’ve missed two earnings trades in a row (Sandisk last week and now Amazon this week) and I’m extremely disappointed about that. I will step back and re-evaluate and step up my game. In the

By Cody Willard 31 Jan 2012

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Today’s must-reads

Here’s what I was reading and thinking about today when I wasn’t preparing for another week of a earnings blitzkrieg. Markets/Stocks/Trading: On Corporate Cash – In the Platinum Chat section on the front page ofWallStreetAllstars.com, I got in a debate about whether Apple should split their

By Cody Willard 31 Jan 2012

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Update on STX into tonight’s report

I’m getting a lot of questions about Seagate heading into its earnings report tonight too.  Here’s my answer: Feet to fire, I’d guess STX blows away the estimates on top and bottom lines. No idea if that is already priced in though and the idea that the

By Cody Willard 31 Jan 2012

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Another very high-risk earnings trade

Good morning and welcome back to the office, where they put the off in ice and the ice after off. Anyway, it started out as a slightly higher market and it’s faded into a slightly lower market. I’d like to see a 2-3% pullback to start scaling more

By Cody Willard 31 Jan 2012
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