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Here’s my longs, in order of notional we…
Here’s my longs, in order of notional weighting: Corning Nuance Cisco Riverbed Celestica Cypress Microsoft Ciena Nokia Google DBA Apple Adtran Shorts: LPS Cablevision XLF Live Nation
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I’m going to start buying some Visteon C…
I’m going to start buying some Visteon Corp as my next purchase. Here’s why: It’s a brand new long, in an entirely new sector to help diversify us away from technology a little bit. The auto sector, including all its vendors and suppliers, restructured both operationally and
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There’s little action in our stocks toda…
There’s little action in our stocks today and that’s probably a rather bullish way for these stocks to trade, at least for the very near-term. After putting on 5-10% moves from their recent lows, most of our stocks are now consolidating at these levels. Technicians/technical traders will
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Here’s some new news on LPS: The noose i…
Here’s some new news on LPS: The noose is tightening around Lender Processing Services. Last week, various news outlets revealed that Federal banking regulators had issued consent orders against major servicers, MERS, and LPS. Kate Berry of American Banker pointed out that LPS is exposed to making payments to
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Stocks are looking to open flat, and we …
Stocks are looking to open flat, and we might actually have a first day in a very long time without a huge move in any our stocks. But that’s because it’s Monday and there aren’t any major earnings reports until this evening and then our earnings catalyst
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Why Trading with Cody?
Get Cody Willard’s real-time stock and option trades and access to all his past and future investment ebooks for one low subscription price. Subscribe right now to learn how to trade from a pro, whose success at running a hedge fund propelled him from Wall Street to anchoring his
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Huge day for theTradingWithCody portfoli…
Huge day for theTradingWithCody portfolio with lots of big moves to the upside in our longs. We need to stay disciplined with our sells now that we’ve got some nice gains on several positions as much as we have been with our buys. Typed this post from my iPhone
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Celestica also reported some very strong…
Celestica also reported some very strong fundamental numbers this morning. This stock is one of the cheapest stocks I can find — even after today’s pop, it’s cheaper because the fundamentals are going up even faster than the stock price. Here’s the scoop on the numbers today, from
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Did I mention earnings season? Did I me…
Did I mention earnings season? Did I mention I thought individual earnings reports would be the next catalyst for our stocks? Here are some earnings updates from our stocks from the last 16 hours: 1. Apple – blowout, huge, amazing quarter with typical Apple-esque conservative guidance. Earnings nearly doubled…and we
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In other words, folks, Qualcomm and Appl…
In other words, folks, Qualcomm and Apple just gave us some very important affirmation of the ongoing app revolution that we’re positioning ourselves in front of…here’s a real-time discussion of Apple’s earnings and some tech investment analysis for you from a discussion between the Bob Dylan
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I’m going to run out to some meetings wi…
I’m going to run out to some meetings with some technology resellers (vendors of Cisco, Oracle, Riverbed, VMWare, etc). Salespeople are some of the best information resources for sales and technology trends as they play out over years. Executives are usually too focused on quarterly numbers, but sales folks
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And here’s my latest take on Cablevision…
And here’s my latest take on Cablevision: Cablevision Systems Corp. CVC +2.22% is a play on the idea that free distribution of video over broadband Internet will undermine the $69 a month cable-TV business model. Cablevision’s been a tough short for us, but I do expect that