All
Here are some Revolution Links to what I’m reading and thinking about today. Value Investing and Financials – David Merkel is an old mentor and investor of mine. He also happens to be the best value investor I know and he’s saying that the financials are not value stocks
All
Good morning and welcome back to the playground. Don’t stand on the monkeybars. At least not while the teachers are watching. RIMM’s the story of the day. The stock is off 24% today, mainly for two reasons. That 200k unit number of Playbook tablet sales is gawdawful. And
All
And there you have it, another day in the bag. Another critter cooked. Another hand dealt. I trimmed some Marvell today as noted and trimmed some Sandisk calls yesterday as noted and other than that, it’s also been pretty darn profitable to just let things play out as I’
All
Hey Blackberry, How you taste so sweet, Hey Blackberry, tell me what you see Tell me is it interesting Hey Blackberry pay some attention to me, Hey Blackberry look at my bumblebee Hey Blackberry you know he never stings, And he only hums for me I need some L-O-V-E-N to
All
The markets are up nicely today and so again are we. As much as I continue to want to let things ride for us, I always want to maintain some discipline and take some gains when we’ve got them and we’re this heavily long. So I’m trimming
All
”Float like a butterfly. Sting like a bee. Your hands can’t hit what your eyes can’t see.” – Muhammad Ali Ebb and flow. Bob and duck. Jab and dance. That’s what everybody wants to do right now. Nobody wants to let these stocks play out. Nobody wants to
All
The best tech trader I know is probably the one and only Jay Somaney of TSG Capital Partners who writes at WallStreetAllStars.com. Yesterday, he wrote an article called, “Adding To Techland Holdings” and I about fell out of my chair when I saw the headline and read the article
All
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 remember you writing some time ago on MarketWatch that Intel will go to the moon, recommending
All
I’m doing a special “Stock questions only” chat with you guys today at 2pm EST at http://tradingwithcody.com/chat. Come by today if you’d like to ask me to analyze a specific stock for you today. I’ll give each stock I analyze a Revolution Investment rating on a scale from 1 to 10. See you there!
All
Another day, another donut, right? The markets are up slightly, with the Nasdaq leading the way up almost 3/4%. How many times have I written “Sandisk is up nicely” in the last week, even as the markets have been trading within a handful of percentage points of their lows?
All
I got a lot of great feedback about my “Revolution Investing Must-Reads” links column on Monday, so I’m going to start doing these links-with-Cody-commentary columns more often. Here’s what I’m reading today and a few thoughts about each headline: Bicycle Stability Versus Table Stability – My old friend
All
So yeah, like I said in the last post, I’m proudly sitting on my hands right now and letting our positions play out as we wait for our next set of pitches. That doesn’t mean that I don’t have a playbook and expectations about how this market
