All
Here is a list of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. But first, a Trade Alert noting that I’m going to sell my SNE this week. It’s been a great run, as we’ve
All
The markets have started to trend a bit lower and there are thousands of stocks that were are now down 10-20% or more. Many of which are great companies who had terrific results but were clearly overbought at their recent highs, including, say, PANW which I was adding to earlier
All
Before we jump in, let’s hit on a couple Trade Alerts. I’m buying more PANW today, a pretty big tranche. The company’s topline and gross margins both look to be accelerating. I’m selling my DY for a loss. We got a nice bounce off the lows
All
Don’t forget that we’ll do the Live Q&A tomorrow at 9am ET. Join me in the TWC Chat Room or hit reply to this email with your question. Meanwhile, the markets have gotten hit pretty hard on a reversal from their new highs earlier this morning.
All
“Welcome to the new, one-hour, Family Feud Challenge! What’s the top answer to this question: What’s Found in nearly ever refrigerator? The survey says, the number 3 answer is Eggs. The number 2 answer is Butter. What is the number 1 Bullseye answer? You’ll get the answer
All
Let’s do this week’s Live Q&A Chat tomorrow at noon ET. You can ask me anything obviously. A couple trade alert and updates for you in the meantime. 1. Dycom’s earnings report results weren’t great, but I am quite surprised (and in pain) over
All
So, maybe Warren Buffett’s not so smart after all — shifting consumer tastes challenge the Oracle – Chicago Tribune 2/27/2019 Imagine a company that distributes its content in 120 countries around the world. In some of the places where you get get its content, it’s literally the only
All
What’s the hardest trade to make right now? Buying more? Shorting into the strength? The permabears keep growling but are they about to finally give up and mark a short term top? We can’t guess when that will finally happen. I’m reprinting my article from last Friday
All
I spent some time on the phone with the legendary tech analyst, Gene Munster, Monday afternoon. He’s a Revolutionary kind of thinker who used to cover Apple and other tech stocks for Piper Jaffrey for many years and these days he a VC shop called Loup Ventures. I was
All
Here’s the transcript from this week’s Live Q&A Chat, including ongoing 5G discussions, crypto getting jiggy and why gold is climbing. Q. Cody: Re your trade alert today, can you provide some info on the expiration date and strike prices for the puts you purchased? A.
All
Will the relentless rally of 2019 ever relent? Certainly it will, but perhaps not until the bulls start feeling fully invested and the bears have capitulated. I’m not sure we’re quite at either point yet but I also wouldn’t jump all in and leverage up on the
All
Markets, markets, markets! Will they ever pullback? Will the bulls’ fear of downside ever outweigh the fear of missing out? Yes, most certainly. But today might not be that day just yet. Here are a few questions to ponder about the stock market, if you’re so inclined: Does anybody
