All

Thoughts on the “Are we in a tech bubble” question

With the Nasdaq now at 11-year highs, highs it hasn’t seen since the good ol’ dot com bubble days of late 2000, it’s time to revisit the question that everybody’s asking once again, “Are we in a new tech bubble?” Before I give what I think

All

What investment and trading terms do you need me to define?

I just got this email: Hi Cody, I don’t want you to laugh at me but plz. could you help me know this basic trade jargon. What are longs, shorts, puts calls, strike? Also how do you play in options market ? I am talking about basics 🙂 Have a great

All

Making some sells and latest positions

Okay guys, it was another heckuva a week. I sold not quite 1/3 of my EKDKQ for 40% plus profit in less than two weeks. Holding the other 2/3 for now but to reiterate — this is a MUST SELL within the next few trading sessions as the bankruptcy

All

Kodak Moment

The markets are extending the breakout. We’ve got a lot of stocks rocking and rolling and Cisco just crossed $20, Juniper’s up 5%, and the portfolio’s a hopping. That said, LPS is up big again too. Quick note — I’d mentioned earlier this week that I was

All

Today’s Revolution Investing links

Here’s what every Revolution Investor should be reading this morning. The Odd Facebook Halo – Jordan writes: “I find it a bit confusing why today, after Facebook has filed its S1, that all of the other publicly traded social networking stocks would be trading so much higher. Look at ZNGA,

All

Morrie’s Wigs: Thoughts on LPS

Morrie: Henry, you’re a good kid, I’ve been good to you, you’ve been good to me. But there’s something really unreasonable going on here. Jimmy’s being an unconsionable ball-breaker. I never agreed to 3 points on top of the vig! Am I something special?

All

Early morning trade updates

Howdy y’all. Let’s jump right on top of this bull and ride. First up is STX. The company absolutely crushed the quarter and the guidance for the rest of the year blew everybody’s mind. Here are a couple analyst notes on STX’s quarter: We are reiterating

All

Position round up

Amazon’s topline is light and the stock is down 10% after hours. I’ve missed two earnings trades in a row (Sandisk last week and now Amazon this week) and I’m extremely disappointed about that. I will step back and re-evaluate and step up my game. In

All

Today’s must-reads

Here’s what I was reading and thinking about today when I wasn’t preparing for another week of a earnings blitzkrieg. Markets/Stocks/Trading: On Corporate Cash – In the Platinum Chat section on the front page ofWallStreetAllstars.com, I got in a debate about whether Apple should split their

All

Update on STX into tonight’s report

I’m getting a lot of questions about Seagate heading into its earnings report tonight too.  Here’s my answer: Feet to fire, I’d guess STX blows away the estimates on top and bottom lines. No idea if that is already priced in though and the idea that the

All

Another very high-risk earnings trade

Good morning and welcome back to the office, where they put the off in ice and the ice after off. Anyway, it started out as a slightly higher market and it’s faded into a slightly lower market. I’d like to see a 2-3% pullback to start scaling

All

On the markets and the Facebook IPO

Where the heck did the trading day go? It’s already the contra hour and I’ve been pedal to the metal all day but this is the first time I’ve sat at the computer all day. The markets are flattish to down. Greece sovereign debt crisis is dominating