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This article from The Tell here on Marketwatch by my friend David Weidner confuses me – “Did Facebook owners overpay? Some 75% of investment bankers surveyed say the valuations of pre-IPO private companies are excessive.” I mean, is it supposed to be a bearish thing for Facebook and the other pre-IPO
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Here’s how I’m getting started in building this new long position. At the current quote of $42 or so, the stock’s down 20% from its recent highs at $53 and at only 5x next year’s earnings when you include the cash-heavy balance sheet, I do think
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Good morning and welcome back to the house called Wall Street. It’s a strong rally to host us this morning, and the breadth is strong across the board. I’ve got a new long I am adding today, Sandisk. Here’s the analysis: Summary SanDisk Corporation designs, develops, manufactures
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We’ve just passed our four month anniversary here on TradingWithCody.com and we’re continuing to grow. But like any good business, we want more growth. And we know that the best way to grow is by delivering the very best product we can and letting word-of-mouth market the
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Some more big numbers…this time from Cypress Semi. Take a look at some highlights from their press release today. == Press Release Source: Cypress Semiconductor Corp. On Tuesday July 12, 2011, 9:00 am EDT SAN JOSE, Calif.–(BUSINESS WIRE)– Cypress Semiconductor Corp. (Nasdaq:CY – News) today announced it is
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When I left this morning to go meet with contractors and what not on my land, the futures were down pretty sharply and our portfolio was due to open down too. The early morning ugliness has given way to some rally action into the lunch hour and we’re now
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I don’t know how not to get pumped about the growth of apps, smartphones, tablets and the cloud. I try to temper my bullishness, but my analysis gets in the way. Take a look at some of these headlines: Apple trumpets 15 billion App Store downloads – Computerworld 15 billion
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I’ve explained in detail the supposed US budget impasse won’t matter to your portfolio in the long run. I’ve compared the trillions in ongoing explicit corporate welfare and homeowner subsidizations to the tens or hundreds of billions that the Republicans and Democrats want to cut from social
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Well it’s turned into a veritable slaughter of the bulls out there today. Most high-beta stocks are down 3-4% and the broader indices are down about 2% across the board. Despite the selling near the highs last week, we’re still quite net long overall and the portfolio’s
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In the last five trading days, this market has taken us for quite a ride, eh? Take a look: And so here we are now back to where we were last Wednesday at noon. As for trading, I had sold down some of our positions at the top last Thursday
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While we’re at it, I’m reading through my own analysis and numbers…so let’s share this one too. Here’s the fundamental analysis on Netflix in the report. Company NFLX – Netflix, Inc. Summary Netflix, Inc. provides online subscription rental services in the United States. Balance Sheet Cash
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Not all app stocks are created equal. And not all chip suppliers into the smartphone/tablet revolutions will benefit. Indeed, now’s the time to start separating the winners from the losers, so that when the rest of the Street finally sees the differences, it’ll likely be too late.