All
One note – I’ve removed BitCoin from the portfolio listings entirely, as I can’t remember the last time I got paid with a bitcoin and as I’ve noted forever in there, I don’t own a meaningful amount of BitCoins and I don’t want it on there
All
Q. Cody: As a contrarian, how do you/how should anyone read measures of Sentiment? If one looks at those gauges you cited, (a) how does a contrarian vote in them and (b) can the “reader” assume it’s basically the opinions of non-contrarians? A. I don’t think
All
Let’s get ready to rumble! Don’t forget to join me for this week’s Live Q&A Chat at 2pm EST at https://twc.scutify.com/members/. Very strong numbers in Ambarella’s earnings report last night, highlighted by the 60% topline growth and much bigger than
All
Wearables are a can’t-miss growth market. The same kids (and adults) today who take selfies with their smartphones to post on SnapChat and Facebook $FB are going to be doing 10 times more of that, and most of it in real time using wearables. I don’t understand
All
Steady as she goes for now but I suppose I’m gonna have to trim our Google call options a little more if this stock moves much higher from here. It’s up $80 since we added to Google common and call options. Steady for now though. Is it time
All
Lots of our stocks are near their all-time highs. Others that we’ve nibbled on recently are up 15%, 20% or more so far this year. The stock markets are at all-time highs and we’re looking back at the last time the Nasdaq hit 5k in today’
All
Hey all, I’m totally bummed to tell you that my flights to NYC were cancelled and there are absolutely no possible ways for them to get me from NM to NYC in time for my Monday appearances at the Trader’s Expo at the Marriott Marquis. I’ve offered
All
Websites are dead. Nobody consumes content from the laptop anymore. The only people who spend time on their desktops or even their laptops are those use them to work, hobbies or research. Since the advent of the smartphone, I’ve begged people to get in front of the App Revolution.
All
I’ve got a few upcoming appearances, speeches, panel moderations, etc to tell you about. The Trader’s Expo New York City, Feb 28 – March 2 Trading Like a Hedge Fund Manager (with Robert Marcin and Brian Gallo) Monday, March 02 | 8:00 am – 9:00 am Why You Shouldn’
All
Barnes and Nobel BKS up 7% today on news that they’re going to spin off their college books business. Remember when the stock popped and later crashed when BKS announced they would spin off their Nook business? I think this is a similar set-up here. That said, I’
All
Here’s the transcript to this week’s Live Q&A Chat from TradingWithCody. Q. Seems like a decent time to add some new short ideas with all of the complacency and bullishness oozing…you working on some? FWIW I cut all of my positions back substantially, taking big
All
Don’t forget this week’s Live Q&A Chat at 2pm EST at http://twc.scutify.com/members. Here’s today’s report. Though Google’s been in a bit of a funk for the last year, and it’s one of the few mega-cap tech stocks