Trading with Cody (Page 157)

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Analysis on $AAPL and recent IPO $BOX

Don’t over trade. Don’t force trades. Remember the goal of what we’re doing — maximizing our huge potential returns while minimizing our potential for losses. Your $AAPL factoids of the day: $AAPL has $178 billion in cash, that’s equal to 1.2% of the ENTIRE US GDP.

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$GOOG, $AAPL, $INTC and $MSFT: Predictions and platforms

Markets tanking hard today, $DJIA -384. Lackluster earnings reports from $MSFT and $CAT and others, a “surprising” decline in Durable Goods, and low volume from the Blizzard are (mostly) to blame. $AAPL earnings on deck tonight, and the pressure’s ramped up now on the bulls. Let’s look at

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Trade Alert: Adding more of this Wearables revolution stock

Check out the new “Cody’s List” page on the new TradingWithCody site that tracks our Longs, Shorts and Watch Lists. (If you can’t log into the new site, just shoot us an email at support@tradingwithcody.com and we’ll get you set up immediately.) You’ll notice

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Trade Alert: Taking profits on half of my $GOOG call options

Trim, tranche, ebb and flow. Keep it steady as she goes using the playbook we’ve developed of scaling into and out of Revolution Investments as we get opportunities over time. Back on December 18, I wrote: “I am buying a small first tranche of call options in GOOG, dated

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Energy, solar, bankruptcies and other theories

Don’t forget this week’s Live Q&A Chat with me at 2pm EST today at: https://twc.scutify.com/members/ Trying to game the next short-term move in oil and energy is probably a fool’s game, in part because there is no real consensus to

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Trade Alert: Betting on big trouble for this sector

I’m on the road to Vancouver for a business meeting and I’ll be back Wedesday night. We’ll have this week’s Live Q&A Chat at 2pm EST on Thursday this week, instead of Wednesday. The fall out from crashed energy prices and the dislocating currency

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Financials in big trouble for 2015?

The #CurrencyWars are likely now the driver for the markets, the finanicals and perhaps geopolitics. I’m growing increasingly bearish on the financials again. Haven’t acted on it yet, still in homework phase, but methinks there are going to be some big TBTF banks on the wrong side of

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Cody Kiss & Tell: Oil, bonds, earnings and more

Reminder: I’m very excited to tell you that we’ve finally launched the new TradingWithCody site at http://twc.scutify.com. We’re going to host our Live Q&A Chats at 2pm EST Wednesdays in our new Chat Room, http://twc.scutify.com/members. The new TWC

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Playbook for currency wars more important than ever

I often write about how we’re living in a time of escalating currency wars. The Swiss National Bank just used their counterweight trebuchet to launch a projectile into the currency markets as they announced that they will no longer peg their Swiss Franc to the Euro at a set

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Energy crash’s impact on the economy, Fully updated SSYS analysis PLUS Trade Alert: Trimming more AMBA

I’m going to trim another 10% of my Ambarella position after seeing it hit yet another all-time high this morning. The stock is down a little bit now on the day but I am going to go ahead and trim it down just a little bit more as

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Trade Alert: Scaling into two of my favorite tech stocks

Last week, I’d noted that I’d want to scale into $GOOG below $490 and into $SNDK below $90. We’re here. I’m following my playbook. I’m scaling into a 1/6th size tranche position in GOOG common stock. I’m scaling into a 1/5th size

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Markets, Apple, Google and the App Revolution redux

Markets a’ rocking and the ugly start to the year seems far in the rear-view mirror, just 1.75 trading days after it hit its lows. Off the races again? Or one more test towards DJIA 17k to come first? I’ve said the path of least resistance is

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