Trading with Cody (Page 213)

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Trade Alert – Trading one tech supplier for another (and some updated analysis on Apple)

I’m not changing my stance on Apple. I’m holding onto a large common stock position with huge gains that I’ve owned for years and I’m sitting on losses from the recent call options I’d scaled into. I do expect that Apple can and will deliver

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Trade Alert and Latest Positions – Selling calls down, getting less aggressive

Great time on the honeymoon, but long story short — 20 hours of plane delays to leave El Paso, lost luggage, flu-like symptoms almost the whole time we were gone, and lots of sleep, rest, relaxation and purification while in the rain forests of remote Costa Rica. It’s always great

Reminder as to why we own Apple

This is William Fox, Cody’s Chief Technology Officer. As you all are aware, Cody got married last weekend and is currently enjoying his honeymoon. He therefore will not be posting anything this week. However, after Apple’s earnings report last night and subsequent drop in the stock price this

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Earnings Calendar

Here’s a list of our positions with the date for each of their respective earnings reports. Stock Reporting Date AAPL – Apple January 23rd AMZN – Amazon January 29th APOL – Apollo January 8th BIDU – Baidu February 4th BRCM – Broadcom January 29th DG – Dollar General March 18th DLTR – Dollar Tree February 27th

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A dollar saved is a dollar earned

It’s been about six months since we initiated short positions in two dollar store stocks: Dollar Tree (DLTR) and Dollar General (DG). No one, at the time, liked my thesis. In fact, as I wrote in June, many of the fund managers I spoke with tried to talk me

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Trades for the week of January 14th through Jan 18th

Here are my trades for the week of January 14th through January 18th: Common Stock: Stock Action Date Initiated Time Initiated Price AAPL-Apple BUY 1/14/2013 10:40am $498.37 EWY-MSCI South Korea Index (Samsung short) SHORT 1/15/2013 2:47pm $62.30 IBM-International Business Machines SHORT 1/

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Latest positions

Here’s a list of my latest positions in approximate order from largest to smallest. I give each stock a current rating from 1 to 10, 1 being “Get out of this position now!” and 10 being “Sell the farm, I’ve found a perfect investment” (there will never be

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Note about next week and be sure to check out AppConsumer.com

As I noted in today’s chat, I’m officially going off grid and out of the country to a remote location for R&R after I marry my dream girl this coming Saturday. I’ll be back on January 28, full speed though. I’ll probably have a

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Cody Kiss & Tell: Unsustainable Banks, Telecom Equipment and When to Take Money Off the Table

Here’s the transcript to this week’s Live Q&A chat. Join me next Wednesday at 2pm EST at http://tradingwithcody.com/chat or send me an email with your question at support@tradingwithcody.com. Let’s do this. Q. How do you decide when to take money

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Trade Alert – Pairing up the tech investments with short positions

These days, it seems, Samsung can do no wrong, while our portfolio cornerstone, Apple, can do no right. Just have a look at these headlines, all from the past week: * Apple Cuts iPhone 5 Production, Stock Falls: Is the Age of Apple Over? * Samsung’s Galaxy S Smartphone Series Passes

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Trade Alert – Tale of two techs: One hyped buy and one hyped trim

Good morning and good week, as it were. Monday morning and we’ve already got a lot of movers and a few trades I want to make here early. First, Apple. The WSJ joined the chorus of “iPhone 5 sales suck”, with the same verses as everybody else has told

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Trades for the week of January 7th through Jan 11th

Here are my trades for the week of January 7th through January 11th: Common Stock: Stock Action Date Initiated Time Initiated Price FIO – Fusion-IO BUY 1/8/2013 12:22pm $19.45 FF – Future Fuel BUY 1/10/2013 1:38pm $12.20 NUAN – Nuance BUY 1/10/2013 1:

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