Trading with Cody (Page 242)

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Trades for the week of May 21st through May 25th

Here are my trades for the week of May 21st thru May 25th: Common Stock: Stock Long or Short Action Date Initiated Time Initiated Price AAPL – Apple Long Buy 5/21/2012 9:09am $538.00 FIO – Fusion IO Long Buy 5/21/2012 9:09am $19.80 LVLT – Level

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My latest positions

Not much mojo to the bounce of the lows so far, but we all know that the market is in the business of fooling the most number of people the maximum amount of the time, so it will come when it will come. Some of our best stocks, including Apple,

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The rumor that dropped an Apple supplier by $10 billion

Since most of you have better things to do with your time than sniff out every Apple rumor, I thought I’d break down one of them for you. Here’s a story last week from the Taiwanese semiconductor trade newspaper, Digitimes: Apple reportedly books up half of mobile DRAM

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Getting close to a meaningful rally?

“It is always surprising how small a part of life is taken up by meaningful moments. Most often they’re over before they start even though they cast a light on the future and make the person who originated them unforgettable.” Anna and the King 1999 “The effort must be

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Chat Transcript for May 23, 2012: Facebook, Apple suppliers, is Greece priced in? And much more…

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. Let’s rock! Q. What are your thoughts/opinion regarding Aruba Networks (ARUN)? A. At 52 week lows and

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Trade Alert: Reviewing the playbook and adding to a wet one

Good morning and welcome back to the recording studio, where the loops don’t always repeat from one verse to the next. Patience. Buying in tranches, instead of drawing a line in the sand with each trade. Flipping the headlines and conventional wisdom on its head to find the contrarian

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Focus on shorting crappy companies

The darkening of the market mood is palpable. Just two months ago stocks were going up in a straight line and everyone was in agreement that the economy was picking up steam. Funny what a difference a big down move can make. Let’s look at some numbers. In the

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Apple’s biggest app supplier: Google

You won’t find Google on Apple’s list of its suppliers (it’s here in PDF form if you want to check). But they should absolutely be there right between ‘Fujikura‘ and ‘Grand Upright TechnologyLtd.’, because Google is one of the most critical suppliers in the iOS ecosystem. And

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Trade Alert: Trade against the panic

So I finally take a couple days off and all hell breaks lose? It seems like the markets want to crash every time I happen to take a rare couple of days off. And last Thursday and Friday followed that strange pattern. When the markets were at their highs in

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Trades for the week of May 14th through May 18th

Here are my trades for the week of May 14th thru May 18th: Common Stock: Stock Long or Short Action Date Initiated Time Initiated Price LNN – Lindsay Corp. Long Buy 5/15/2012 1:22pm $61.17 Have a great weekend, everybody!

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Cody’s Interview on WSJ Daily Wrap

This is Bill, Cody’s Chief Technology Officer. While Cody is out on vacation, he asked me to publish his recent interview on the WSJ Daily Wrap radio broadcast. Click on the link below to listen to the interview: Cody on WSJ Daily Wrap.

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Are you ready for water inflation?

We haven’t learned any lessons from the ethanol debacle. Subverting our food supply chain in search of energy is one of the dumbest trades of all time. So when I see headlines like this from the Denver Post, I fret: Fracking bidders top farmers at water auction By BRUCE

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