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*Please be sure to stop into the Trading with Cody chat room during the trading week. Exchange ideas / catch up for a few minutes with other members of the TWC community and ask our LIVE portfolio manager any questions. *As always mark your calendars for Wednesday’s 2pm LIVE chat
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Q: What does your GUT and sources say about this CRASH? The start of a bear market? Other? Tell us what goes through your mind? Thanks A: I think this market downturn is a crash-ette, not a full on crash. I’m not terribly surprised to finally see a 10%
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Though it’ll be tomorrow before I get done closing out the positions I mentioned in this morning’s Trade Alert report, I’ve gone ahead and removed them from the Latest Positions list below so as to avoid confusion. Every few weeks I sit down and go through my
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One of the biggest pitfalls for most investors and traders is that they sell their winners and keep their losers. Similarly, another big pitfall for most investors and traders is holding onto legacy positions simply because they’ve owned them for a while and end up growing complacent. We are
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Well, that’s why we do what we do. We sell euphoria. We buy fear. In my twenty years on Wall Street, I’ve only seen maybe two handfuls of days like this where you can make 15-30% in high quality, blue chip stocks — in a single day’s session.
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Remember just 32 days ago, I wrote this: We have a lot of stocks up big today, which has been a recurring theme for our portfolio during earnings season so far. Many of our biggest positions are at or near all-time highs. If you haven’t done any trimming, consider
*Please be sure to stop into the Trading with Cody chat room during the trading week. Exchange ideas / catch up for a few minutes with other members of the TWC community and ask our LIVE portfolio manager any questions. *As always mark your calendars for Wednesday’s 2pm LIVE chat
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Time to do some more nibbling into what is becoming a panicky sell-off Mini-Me Crash. I’m nibbling some Ambarella AMBA common stock at $88 per share and some Apple $AAPL common stock at $108 per share here right now. And here’s a few more Q&A for
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Markets don’t go straight up. Pullbacks happen. Fear builds. Panic selling starts. And feeds on itself. And then we put in a bottom. Stocks can fall farther. Traders who bought yesterday looking for a bounce that never came are selling today. Investors who have had big gains but now
Q: What is your latest feeling on $SYNA & $TWTR? A: $SYNA‘s very cheap. SYNA’s on track to grow revenue 20% this year and 10% or more next year, earning nearly $7 per share this year and nearly $8 per share next year. With $12 per share net
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I’ve got a new name I want to start scaling into. I’ve been working on this name since I met up with one of my old idols, George Gilder, back a few weeks ago when I MC’d the San Francisco Tech/Biotech Money Show. The company is
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I wish I saw the kind of opportunity in one of our stocks that I saw when Google was back below $500 and I kept buying more and writing about it. This is one of those times when I keep saying to wait for the right pitch and to look