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Oh the budget woes of the governments around the world. And we’re obviously not just talking about Ireland, Iceland, Italy, Spain, Portugal and those other countries over there that seem to dominate the macro-economic headlines most every day in 2011. Of course, the other big headline that the mainstream
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Let’s talk more about the importance of contrarianism in our trading and how it applies to the markets vs. the economy in our analysis and approach. Whether looking at the impact of unprecedented monetary easing and ongoing 0% Fed loans, or at the record-levels of corporate cash, both of
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It’s a mobile/smartphone/tablet/cloud/app world, as you guys know. And I’m continuing to plow into that world head first — today we’ve turned on a brand new TradingWithCody.com app for for you subscribers who have either an iPhone or an iPad and also on
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Subscriber question: Wonder if the FTC investigation is going to impact operations at Google? It certainly has hit the stock. Let’s talk about that FTC impact and how it did impact the stock because there’s a important if ancient trading lesson in that action. There’s an old
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Subscriber question: Tell me again why we are shorting Cablevision. Here are some links and quotes from past columns of mine about why I think the Cablevision business model is doomed: http://www.codywillard.com/the-cable-companies-are-doomed-by-the-app-revolution/ Do you realize that even if you watched TV twelve hours a day, 7
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I just got this email from one of my mentors and friends from the hedge fund world, and it’s been making the rounds amongst traders today…read it and then read what I sent back to the group who received the blast email with me. Think about “flipping it”
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A couple days of breath-catching for the markets is probably just about the bulls should want after that 6% move last week. The markets are flat again this morning and so is the portfolio. In fact, I don’t have a single stock that’s move even 2% so far
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Here’s the write up on three of our telecom equipment longs from the newly rewritten, “50 Stocks for the App Revolution” report that you guys get full access to for free at the link at the bottom of this post. == RVBD – Riverbed Technology, Inc. Summary Riverbed’s technology helps
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Let’s do a quick run through of some of our biggest movers today. Silver’s up 3% and gold’s up its apparently obligatory 1/2 of that move. I’m not doing anything in either one, as we’ve got some puts that we bought when these metals
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Futures are mixed, there’s some M&A action (biggest one being BLUD being taken private at a 30% premium), and yet more headlines and worry over Greece’s bailout (the panicky headlines will continue until the first deposit is made from the EU to the country) and the
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Here’s a list of my positions, from largest notional to smallest: Longs – Riverbed Cisco Microsoft Google Cypress Nuance Marvell Corning Apple Visteon DBA Ciena Celestica Adtran Shorts – Lender Processing Services SLV GLD Cablevision XLF Live Nation Thanks for reading and thanks for subscribing, eve
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Subscribers will recall that in my final post last week, I showed Riverbed as my single largest position. I’d been buying both common and I got aggressive in the teeth of the decline when the stock got close to $32. In the few trading days since that bottom, this
