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Cody Willard

Cody Willard

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Don’t stand on the monkeybars…

Good morning and welcome back to the playground.  Don’t stand on the monkeybars.  At least not while the teachers are watching. RIMM’s the story of the day. The stock is off 24% today, mainly for two reasons.  That 200k unit number of Playbook tablet sales is gawdawful.  And

By Cody Willard 16 Sep 2011

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Day’s end and RIMM’s end…

And there you have it, another day in the bag. Another critter cooked. Another hand dealt. I trimmed some Marvell today as noted and trimmed some Sandisk calls yesterday as noted and other than that, it’s also been pretty darn profitable to just let things play out as I’

By Cody Willard 15 Sep 2011

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Thoughts on RIMM before its earnings report tonight…

Hey Blackberry, How you taste so sweet, Hey Blackberry, tell me what you see Tell me is it interesting Hey Blackberry pay some attention to me, Hey Blackberry look at my bumblebee Hey Blackberry you know he never stings, And he only hums for me I need some L-O-V-E-N to

By Cody Willard 15 Sep 2011

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I’m trimming some Marvell common right now…

The markets are up nicely today and so again are we.  As much as I continue to want to let things ride for us, I always want to maintain some discipline and take some gains when we’ve got them and we’re this heavily long.  So I’m trimming

By Cody Willard 15 Sep 2011

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Float like a butterfly. Sting like a bee…

”Float like a butterfly. Sting like a bee. Your hands can’t hit what your eyes can’t see.”  – Muhammad Ali Ebb and flow.  Bob and duck.  Jab and dance.  That’s what everybody wants to do right now.  Nobody wants to let these stocks play out.  Nobody wants to

By Cody Willard 15 Sep 2011

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The best tech investor I know is buying tech right now…

The best tech trader I know is probably the one and only Jay Somaney of TSG Capital Partners who writes at WallStreetAllStars.com.  Yesterday, he wrote an article called, “Adding To Techland Holdings” and I about fell out of my chair when I saw the headline and read the article

By Cody Willard 14 Sep 2011

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18 stocks analyzed: Transcript from today’s chat…

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. Q: Cody, I remember you writing some time ago on MarketWatch that Intel will go to the moon, recommending

By Cody Willard 14 Sep 2011

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Come ask me to analyze any stock you want right now in the chat room…

I’m doing a special “Stock questions only” chat with you guys today at 2pm EST at http://tradingwithcody.com/chat.  Come by today if you’d like to ask me to analyze a specific stock for you today.  I’ll give each stock I analyze a Revolution Investment rating on a scale from 1 to 10.  See you there!

By Cody Willard 14 Sep 2011

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Making a disciplined sell. And ask me to analyze any stock during today’s chat…

Another day, another donut, right?   The markets are up slightly, with the Nasdaq leading the way up almost 3/4%.  How many times have I written “Sandisk is up nicely” in the last week, even as the markets have been trading within a handful of percentage points of their lows?

By Cody Willard 14 Sep 2011

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Links for today…

I got a lot of great feedback about my “Revolution Investing Must-Reads” links column on Monday, so I’m going to start doing these links-with-Cody-commentary columns more often.  Here’s what I’m reading today and a few thoughts about each headline: Bicycle Stability Versus Table Stability – My old friend

By Cody Willard 14 Sep 2011

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The near-term market outlook and how our playbook fits from here…

So yeah, like I said in the last post, I’m proudly sitting on my hands right now and letting our positions play out as we wait for our next set of pitches.  That doesn’t mean that I don’t have a playbook and expectations about how this market

By Cody Willard 13 Sep 2011
Avoiding losses is as important as making profits in the long run…

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Avoiding losses is as important as making profits in the long run…

With one breath, with one flow, You will know Synchronicity A sleep trance, a dream dance, A shared romance, Synchronicity A connecting principle, Linked to the invisible Almost imperceptible, Something inexpressible Science insusceptible, Logic so inflexible Causally connectible, Yet nothing is invincible  — The Police The markets and most stocks in

By Cody Willard 13 Sep 2011
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