Cody Willard - Trading with Cody (Page 239)

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Update on the Netflix trade

Netflix is up tonight. Trading earnings reports like this is very risky and more akin to gambling than investing. We’re up about 50% or so in three days on a tiny bit of capital that I threw at some out-of-the-money Netflix calls dated out into early

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All right guys, I’m going to do some repositioning trades today. Here’s what’s up.

All right guys, I’m going to do some repositioning trades today. Here’s what’s up. We’ve had an absolutely mindboggling run here in our portfolios in the last few weeks (and, relative to the broader markets, the last few months!) and it’s time to step off

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Here’s what I was thinking and reading about this morning

Here’s what I was thinking and reading about when I wasn’t getting my back realigned this morning. Feels better though! Optimism Running High In Europe Ahead of Big Weekend – Right now, while the markets aren’t crashing and the media freaking out, is the time to discuss such

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Here’s a list of my positions in order of size from largest to smallest notional positions

Here’s a list of my positions in order of size from largest to smallest notional positions: Longs – Sandisk Cisco Nuance Google Corning Riverbed Marvell Goldman Sachs Cypress Apple Microsoft Bank of America Visteon Autodesk DBA Adtran Shorts – LPS Bank of New York Wells Fargo Live Nation SLV

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I’d like to see tech lead the way higher

One consistent but understated theme in the markets lately has been that tech has underperformed. I like to see tech lead the way higher when I’m betting long/bullish and I don’t like seeing tech underperform consistently. Along with the mostly negative reaction to earnings (though we can

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IMPORTANT: The tendency is to over-diversify, but some diversification is necessary

Not much fireworks, at least after hours, in our stocks that reported earnings such as MSFT and SNDK, which is basically what I’d outlined as to how I was expecting tonight’s plays to play out. So to speak. Anyway, listen, this is IMPORTANT. I just saw someone on

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One new name for an earnings trade and a markets update

The markets are trading down today as the day wears on, and it’s S’s over Ns, meaning in this case that the tech-heavy Nasdaq is down more than the broader S&P sampling. Regardless, we’ve got Riverbed up more than 10% today after its shiny,

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Patience is a virtue, right Ma?

I’ve been walking these streets at night Just trying to get it right (Need some patience, yeah) It’s hard to see with so many around You know I don’t like being stuck in a crowd (Could use some patience, yeah) And the streets don’t change but

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Today’s must-see: Rebecca Diamond returns to interview Gerald Celente

My dear ex-co-anchor from my Fox days, Rebecca “Gogo” Diamond, sent me the link to her return to the news industry last night — a sit-down 15 minute one-on-one interview with the one and only Gerald Celente of the Trends Journal and one of the greatest

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How I’m trading Apple now that it’s reported

Guys I might have guessed right about how both Apple and Intel were going to trade after reporting tonight, along with a few other calls like that lately, but let’s just all remember here that trying to game overnight reactions to individual reports like this can be treacherous. Tread

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Invest and trade knowing it’s about the next 5000 days, not the next fifty days

With stocks recently selling off even on “good” earnings reports, I’m less than extremely bullish about the near-term as we get through the earnings season. More to the point though, now that Wall Street and the mainstream media have decided once again that somehow a bunch of corrupt

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How I’m trading Apple into tonight’s earnings report and other quick shots

Here’s what I was reading and thinking about this morning when I wasn’t working on my upcoming series of articles called “Get GE and JP Morgan off welfare and we’ll talk about ending the Occupy Wall Street protests”. The people at Occupy Wall Street are the capitalists,

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