Cody Willard

All

NYC trip, No chat this week

I’m leaving for NYC tonight for some business and meetings. I’ll be back late Thursday night and will be back in the saddle Friday. I’ve got a few names in the small to mid-cap software sector which have been crushed that I’m working on, but the

All

Full Analysis: Impeachment, US China Trade War, Hong Kong, Fed, Brexit, Oh My!

We can look at the stock market two ways, from the bottom up or from the top down. I spend most of my time and writing focusing on bottom up analysis, meaning that I focus on individual stocks and analyze them both individually and collectively. You’ll see that, for

All

Dividend vs growth, Scalping, “Safe” stocks, Gaming and Pot puns

Here’s the transcript from the wide-ranging, fun and sometimes funny (even pun-ny) chat below. Q. For someone with lump sum with market near all time highs and the current politics, is it best to wait for big pullback or…? A. I always tell people that it’s best to

All

Join the chat this morning (like, right now)

Join me this (Tuesday) morning at 10am ET for this week’s Live Q&A Chat.  Join me in the TWC Chat Room or just email us your question to support@tradingwithcody.com. Be there or be square.

All

Trade Alert: Trimming and hedging into the euphoric rally (and I’m now bullish on some pot stocks)

Back about six weeks ago, on a Friday afternoon of August 23, the markets got crushed because of a Grumpy Trump Tweet about the trade war with China. As I tweeted at the time: “Methinks it might be a good time to buy when the markets are down 3% because

All

A perfect investment, Dirty vs clean, and Baker Mayfield forgot something

Here’s the transcript from today’s very interesting Q&A chat that ran so long I broke into three parts: 1 Politics/markets/economy 2 Individual stocks 3 Cryptos 1. POLITICS, MARKETS, ECONOMY Q. Have any of your buys ever been a “10”? Just curious if this ever

All

Slack has taken over corporate communications

As several subscribers noted, I neglected to mention Slack WORK (worst ticker ever) in the Latest Positions update. I’d mentioned when I sent out in one of the original Slack Trade Alerts that the stock “maybe close to a 9/10 rating for WORK when it’s below $25″

All

Latest Positions: Analysis, ratings, graphs and more

I got back from NYC and to Ruidoso NM at about 3am Saturday morning — The Tesla sure makes the 170 mile drive from the airport in Albuquerque easier than it used to be. Lots of interesting meetings and experiences on the trip and I’ll be writing about all of

All

Trade Alert: UBER + Matrix, Space Stocks, Slack, China De-listings, etc

Q. Thanks for your update. I’m 80% cash, nibbling slowly on your names. Question: Does part of you wonder if this might become 2001 again where high fliers like WORK fall 50% – 70%? I’ve been nibbling your recommendations steadily, but they keep putting in lower lows – and we

All

CORRECTED – Trade Alert: Not zen about ZEN (and a note on Tesla and Slack)

I’m headed back to NYC tomorrow night, though we’ll have the chat tomorrow. I’m scheduled to be on Neil Cavuto’s Fox Business show at noon ET or so on Wednesday. I’ve also got a meeting with the CEO of Republic, a hedge fund manager or

All

Trade Alert: NFLX, WORK, FSLR and covering some hedges

The broader indices are hiding the overwhelming bear market that the typical stock is currently in. The highflyers, the cloud names, software stocks, Chinese stocks — there’s a bear market in many sectors out there. Many stocks, even good companies’ stocks like ROKU and SHOP and TTD are down 30-50%

All

Flashbacks and flashforwards about Slack, Fed rate cuts, Bitcoin, Tesla and more

Q. In last night’s note about The Space Revolution, you said “…there are so many names and Revolutions that I lost patience for. The Robotics Revolution. The Bitcoin Revolution. The Social Media Revolution.” Can you expand a bit on your loss of patience? For instance, the TWC portfolio is