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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.
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Here’s some thing I came across last night doing some research for a piece I’m writing. Take a look at the date….did you remember that Greece had huge social uprisings and budget crises and austerity measures going thru….back LAST May? As in May 2010! Read the
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And to close out the week, here’s a list of my longs and shorts, in order of approximate size: Longs – * Riverbed * Google * Cisco * Microsoft * Cypress * Nuance * Marvell * Corning * Apple * Visteon * DBA * Ciena * Adtran * Celestica Shorts – * Lender Processing Services * SLV * GLD * Cablevision * XLF * Live Nation Thanks for reading and thanks
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It was due. A pullback, that is. I mean, take a look at this Nasdaq chart: It was literally straight up for the last week. And now we get the pullback. If you were feeling naked or underinvested or like you’ve missed the rally at yesterday’s highs, then
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I almost wrote yesterday about how the hardest trade to make was to let our aggressive stance ride — the hardest trade when you’ve been as aggressively long as we have been was to not trade at all. That was yesterday and that was before we had half our longs
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Turns out the world’s economies didn’t grind to a halt because of Greece. Or Portugal. Or because the Republicans/Democrats are pretending to be in a big game of chicken with our own budget. The major indices are now up nearly 10% from their lows on June 17
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Oh the budget woes of the governments around the world. And we’re obviously not just talking about Ireland, Iceland, Italy, Spain, Portugal and those other countries over there that seem to dominate the macro-economic headlines most every day in 2011. Of course, the other big headline that the mainstream
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Let’s talk more about the importance of contrarianism in our trading and how it applies to the markets vs. the economy in our analysis and approach. Whether looking at the impact of unprecedented monetary easing and ongoing 0% Fed loans, or at the record-levels of corporate cash, both of
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It’s a mobile/smartphone/tablet/cloud/app world, as you guys know. And I’m continuing to plow into that world head first — today we’ve turned on a brand new TradingWithCody.com app for for you subscribers who have either an iPhone or an iPad and also on
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Subscriber question: Wonder if the FTC investigation is going to impact operations at Google? It certainly has hit the stock. Let’s talk about that FTC impact and how it did impact the stock because there’s a important if ancient trading lesson in that action. There’s an old
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Subscriber question: Tell me again why we are shorting Cablevision. Here are some links and quotes from past columns of mine about why I think the Cablevision business model is doomed: http://www.codywillard.com/the-cable-companies-are-doomed-by-the-app-revolution/ Do you realize that even if you watched TV twelve hours a day, 7
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I just got this email from one of my mentors and friends from the hedge fund world, and it’s been making the rounds amongst traders today…read it and then read what I sent back to the group who received the blast email with me. Think about “flipping it”