Trading with Cody (Page 247)

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Three potential earnings surprises to look for

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

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Chat Transcript for Apr 18, 2012: FFIV Earnings, RVBD, GRPN, JNPR and 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. Okay, guys, hello. Let’s rock. Q. FFIV? A. FFIV FFIV FFIV. Oh, man, when I get as many

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Earnings Schedule and Live Chat Today at 2pm and Monday at 7pm

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

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Patience as the pitches develop

“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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Deja vu of a deja vu and earnings thoughts

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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The Three Worst Timed-Deals of the Dot-Com Bust (Is 2012 like 1999 or 2001?)

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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Spain, Italy, Apple and prom in Alabama

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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Trade Alert: Brains and muscle and my latest positions

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

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Full analysis on Sandisk and more

My latest full analysis on Sandisk and lots of great insights below. Do you guys like these kinds of blog posts when I edit down the discussion we’ve having on the Side Bar Chat on TradingWithCody.com? davidoosnk April 16, 2012 – 12:02 pm I think some of the

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Trade Alert: Insights, answers and scaling into more of one tech stock

I’ve got answers to your questions along with some good insights from other subscribers below: @Cody: Are you still recommending WDC short into Seagate earnings this tuesday? I wrote this a couple weeks ago, but let me repeat it for new subscribers or those who missed it. It’s

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Some more analysis on Apple Suppliers

I’m working my butt off today! It’s been about two weeks since I published my Apple supplier book. The response has been phenomenal and we thank everyone who bought the book or subscribed to Revolution Investing and sent along their kind words. To keep the dialogue going for

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Revolution Investing Links: Tech trader almost runs into a bear and other must-reads

Here’s what I was reading and thinking about as earnings season heads into a TV timeout for the weekend. AAPLTrader.com – The single best website for Apple traders and a heckuva neat twist on social networking all in one site.You absolutely have to go through the free registration

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