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Get Cody Willard’s real-time stock and option trades and access to all his past and future investment ebooks for one low subscription price. Subscribe right now to learn how to trade from a pro, whose success at running a hedge fund propelled him from Wall Street to anchoring his
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Huge day for theTradingWithCody portfolio with lots of big moves to the upside in our longs. We need to stay disciplined with our sells now that we’ve got some nice gains on several positions as much as we have been with our buys. Typed this post from my iPhone
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Celestica also reported some very strong fundamental numbers this morning. This stock is one of the cheapest stocks I can find — even after today’s pop, it’s cheaper because the fundamentals are going up even faster than the stock price. Here’s the scoop on the numbers today, from
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Did I mention earnings season? Did I mention I thought individual earnings reports would be the next catalyst for our stocks? Here are some earnings updates from our stocks from the last 16 hours: 1. Apple – blowout, huge, amazing quarter with typical Apple-esque conservative guidance. Earnings nearly doubled…and we
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In other words, folks, Qualcomm and Apple just gave us some very important affirmation of the ongoing app revolution that we’re positioning ourselves in front of…here’s a real-time discussion of Apple’s earnings and some tech investment analysis for you from a discussion between the Bob Dylan
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I’m going to run out to some meetings with some technology resellers (vendors of Cisco, Oracle, Riverbed, VMWare, etc). Salespeople are some of the best information resources for sales and technology trends as they play out over years. Executives are usually too focused on quarterly numbers, but sales folks
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And here’s my latest take on Cablevision: Cablevision Systems Corp. CVC +2.22% is a play on the idea that free distribution of video over broadband Internet will undermine the $69 a month cable-TV business model. Cablevision’s been a tough short for us, but I do expect that
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Here’s something I wrote about Cisco yesterday in my Revolution Investing Newsletter: This one looks like a screaming buy to me right here, right now below $17 a share. Let’s do the math: Cisco Systems Inc. CSCO +1.69% has got $6 plus per share in net cash
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It’s days like these that we trade, right? Most of our longs are up big on the back on Intel’s strong quarter, and our shorts aren’t hurting too bad. We’ve got some serious “tells” now that say that if we can game the fundamental report as
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Here’s some helpful fundamental guidance of what to look for in Nokia’s upcoming earnings conference call, from Gleacher & Co (they are very bearish on Nokia…and it’s always good to use the other side’s analysis in addition to your own): Nokia is scheduled to report
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We’ve got about two stocks in the green for every one stock in the red, but the markets are up only fractionally. The biggest trading news of the day is the fact that TXN has rallied off the lower levels it traded at last night after hours and early
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Texas Instruments ia a huge semiconductor company with important customers throughout the world (though Nokia is a major customer and Nokia’s loss of marketshare is continuing to hurt TI). TI just reported earnings and the company slightly missed both top and bottom line estimates. Fundamental analysis on TI’s
