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All right guys, I’m going to do some repositioning trades today. Here’s what’s up. We’ve had an absolutely mindboggling run here in our portfolios in the last few weeks (and, relative to the broader markets, the last few months!) and it’s time to step off
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Here’s what I was thinking and reading about when I wasn’t getting my back realigned this morning. Feels better though! Optimism Running High In Europe Ahead of Big Weekend – Right now, while the markets aren’t crashing and the media freaking out, is the time to discuss such
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Here’s a list of my positions in order of size from largest to smallest notional positions: Longs – Sandisk Cisco Nuance Google Corning Riverbed Marvell Goldman Sachs Cypress Apple Microsoft Bank of America Visteon Autodesk DBA Adtran Shorts – LPS Bank of New York Wells Fargo Live Nation SLV
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One consistent but understated theme in the markets lately has been that tech has underperformed. I like to see tech lead the way higher when I’m betting long/bullish and I don’t like seeing tech underperform consistently. Along with the mostly negative reaction to earnings (though we can
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Not much fireworks, at least after hours, in our stocks that reported earnings such as MSFT and SNDK, which is basically what I’d outlined as to how I was expecting tonight’s plays to play out. So to speak. Anyway, listen, this is IMPORTANT. I just saw someone on
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The markets are trading down today as the day wears on, and it’s S’s over Ns, meaning in this case that the tech-heavy Nasdaq is down more than the broader S&P sampling. Regardless, we’ve got Riverbed up more than 10% today after its shiny,
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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: Cody, I am interested in your RVBD strategy prior to close going into earnings announcement. A: Riverbed’s
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I’ve been walking these streets at night Just trying to get it right (Need some patience, yeah) It’s hard to see with so many around You know I don’t like being stuck in a crowd (Could use some patience, yeah) And the streets don’t change but
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My dear ex-co-anchor from my Fox days, Rebecca “Gogo” Diamond, sent me the link to her return to the news industry last night — a sit-down 15 minute one-on-one interview with the one and only Gerald Celente of the Trends Journal and one of the greatest
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Guys I might have guessed right about how both Apple and Intel were going to trade after reporting tonight, along with a few other calls like that lately, but let’s just all remember here that trying to game overnight reactions to individual reports like this can be treacherous. Tread
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With stocks recently selling off even on “good” earnings reports, I’m less than extremely bullish about the near-term as we get through the earnings season. More to the point though, now that Wall Street and the mainstream media have decided once again that somehow a bunch of corrupt
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Here’s what I was reading and thinking about this morning when I wasn’t working on my upcoming series of articles called “Get GE and JP Morgan off welfare and we’ll talk about ending the Occupy Wall Street protests”. The people at Occupy Wall Street are the capitalists,
