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Can you see her in the distance, As she tumbles by? Veteran of a race that should be over, Can you hear her sigh? — Neil Young “I’ve Loved her So Long” One of the main arguments you’ll always hear against Sandisk and its NAND-based flash drives is
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And they’re off. Up along the inside is Apple, but it’s a muddy track and the horse just ins’t catching as much traction as many had bet for. With just a slight lead for Apple, the rest of the horses are bunched up in the middle, with
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Apple’s huge and is up nicely after hours. Riverbed, not so much. Let’s talk both. First, Apple. What a blow out quarter. The company didn’t just find that bar that had been raised as I’d mentioned, but they blew past it. Great numbers on the top
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What a rally, especially in tech today. Guess that Greece didn’t doom us after all. Or was it Portugal? I’m not buying another more today and indeed I’m more inclined to trim a little around this kind of action than to chase it. Especially when we’d
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Email from a subscriber: “Cody, you bought the Google calls before Google’s earnings report and it made us huge money. Why aren’t we doing the same by buying Apple calls before Apple’s earnings report?” Great question. The set up for each stock was very different heading into
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Oh, man, it’s all about Greece…oh wait. No, it’s not. Nobody anywhere is talking about Greek debt today and how it’s supposedly going to create contagion and collapse. You remember how palpable that “Greek debt is going to destroy the world’s economies” fear was a
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Newsflash: Shares of Bank of America, Goldman Sachs and Morgan Stanley all hit two-year lows today http://on.wsj.com/oxRr4U I’m short the XLF which gives me profits as these TBTF banks collapse. Of course, I wish I’d been aggressive this whole time…I’ve just
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Here’s how my portfolio stands with both longs and shorts in order of size at this moment. I’d mistakenly not had listed Sandisk on Friday’s portfolio rundown. It’s in there at the right spot now: Longs – * Google * Riverbed * Microsoft * Cypress * Cisco * Sandisk * Nuance * Marvell * Corning * Apple
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Here’s me quoted in this weekend’s Wall Street Journal about Netflix. It’s a bit too much of a highflyer even for me and I’ve just never gotten comfortable trading this name, so it’s not on our sheets even as I do think it’s likely
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I’m doing some nibbling into today’s big sell off. I’m just using the weakness to gently add to three of our positions today: Corning, as noted earlier. Sandisk, our new purchase from last week. I’m buying some January 2012 calls that are slightly out of the
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It’s a sell off to greet us for the new trading week and the high beta stocks are down pretty big this morning. We’ve got shorts and longs both down 3-5% across the board today as earnings week really heats up this week with hundreds of big
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“Fastest growing industry in the history of the planet.” “Will impact every company you invest in, whether they are tech companies or not.” “Billions of dollars will be made in the next few years by app companies and app investors” These are a few of the things I’ve repeatedly