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Netflix is hated, shorted, maligned, and down nearly 70% from its highs a few months ago. The bear case for the company, especially that of higher content costs and the brand/subscriber-growth hit that they took six months ago has been discussed endlessly in the mainstream media and on Wall
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Good morning and welcome back to the dog run, where it’s always better to play after a big rain. Does this pullback in the markets, which has now hit the lower end of my 5-10% pullback target that I started looking when the markets had rallied to multi-year highs,
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Here area some headlines and some important trends that all of us should be pondering this weekend. Don’t Just Sit There – Marcin’s cut-throat advice, “Sell something!” Speaking of which… Weekly Sector Update: Cash is King and Are stocks really cheap vs. bonds? and Looking Skittish out There – I
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Okay guys, I’m back in the saddle from my doctor’s appointment in Las Cruces — it’s rural New Mexico where I’m living right now and I had to spend a whole day on the road just to get my check up. Anyway, let’s talk stocks as
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Sorry for the lack of posts today, guys, I was at the doctor’s office making just getting a look-see on my skin to make sure my freckles are cancer-free…the dermatologist said no worries, it’s all good. Anyway, a lot of you asked for me to give a
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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. Okay, guys, hello. Let’s rock. Q. FFIV? A. FFIV FFIV FFIV. Oh, man, when I get as many
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Here’s the schedule of earnings for all of the positions, both longs and shorts, in the TradingWithCody.com portfolio: Earnings Schedule for TradingWithCody positions Earnings Schedule for TradingWithCody positions Longs Google Already Reported April 12 Fusion-IO April 26th Sandisk April 19th Apple April 24th Cisco May 9th Seagate Already
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“Everything comes to him who hustles while he waits.” – Thomas A. Edison Intel reports strong numbers, but can’t guide up. Stock is down about 4%. CREE reports weak numbers and blames their North American sales staff. Stock is down 8%. STX reports strong numbers and guides higher. Stock is
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A few things I want to share with you. First, a very insightful email from a TradingWithCody.com subscribers in Italy. I love Italy and even wrote a whole series of articles about my love for Italy for the Financial Times a few years ago. But I digress. Here’s
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Reading what Mark Zuckerberg had to say last week about Facebook’s purchase of Instagram took me back. 13 years back to 1999. First here’s what Zuck had to say: For years, we’ve focused on building the best experience for sharing photos with your friends and family. Now,
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Remember when you were supposed to be freaking out about Greece and the EU crisis? These headlines are slowly starting to move their way back up the front page as the mainstream media looks to explain a pullback in the broader markets. Spain or Italy are what they want you
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We’re a team. I’m the brains, she’s the muscle. – David Addison (Moonlighting) I sold 1/3 of my Apollo puts today too. I’m down to about 40% of the original number of puts I had in Apollo, but it remains my largest short simply because these