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Last week I named some Web Bubble 1.0 stocks and why I’m watching them. Today I want to talk about Bluefly and why I think it could catch a Bubble Bid. Let’s me be clear again: I’m not advocating you get long this or any other
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Good morning and welcome back to the playground, where the monkey bars never close. In the early going, stocks are down slightly. Take a look at this 5-day chart of the Nasdaq. Lots of volatility but we’re back where we started after all that noise. http://finance.yahoo.com/
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Here’s the transcript of today’s chat. See you next week at 2pm EST at http://tradingwithcody.com/chat for more Q&A where you can ask me anything. Q. Hi Cody, any opinion on MRVL here? The stock seems way too cheap! A. I owned MRVL a
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We’re fixing the audio on the video — in fact, they’re uploading the whole speech using a different format and it should (fingers crossed, knocking on wood) be up and available in a couple hours if all goes as planned and our wonderful 21st century Internet technology at YouTube
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The markets are down fractionally and tech is soft. Sure wish I sensed more panic out there so I’d feel more comfortable making a stand right here. Alas, as is so often the case when it comes to your money, the best trades are often the ones we don’
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If we’re going back to Web Boom 1.0 levels, it’s important to try and game out how the cycle is going to go. Some of the companies from Web Boom 1.0 are still around in wounded form. And some are booming: Amazon just reported a dynamite
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I know that some of you guys acted on my “Bet Against BKS” idea yesterday and are already up huge on the trade. I was perhaps too cautious in my actions yesterday and missed the first $4 of so of the move down in BKS since I nailed the analysis
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Do the markets drive the headlines or do the headlines drive the markets? And more to the point, what’s the outlook for the economy and the markets from here right now at these levels? Let’s dig in. On Squawkbox this morning, I saw an analyst I used to
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Apple’s down again this morning and I’m not liking the trading action in that stock much at all now. There’s a relentless selling pressure that’s weighing down on the stock and the stock’s faded $20 since the pop after earnings. In some sense, I think
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Here are my trades for the week of April 23rd thru April 27th: Common Stock: Stock Long or Short Action Date Initiated Time Initiated Price AAPL – Apple Long Buy 4/24/2012 9:30am $564.57 SLV – Silver Short Buy to Cover 4/24/2012 1:30pm $29.90 LYV
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The best way to get a macro view is to assimilate as much data as possible. I know oil traders who track the number of construction cranes sold worldwide as an input in their crude demand models. And sometimes the best data comes from companies that are leading indicators of
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Here’s what I wrote about FIO heading into its report: FIO’s another long-term bet that I plan to own for a long-time as long the market they are developing continues to grow and they continue to execute. This company is just so new and their product is still