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So, maybe Warren Buffett’s not so smart after all — shifting consumer tastes challenge the Oracle – Chicago Tribune 2/27/2019 Imagine a company that distributes its content in 120 countries around the world. In some of the places where you get get its content, it’s literally the only
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What’s the hardest trade to make right now? Buying more? Shorting into the strength? The permabears keep growling but are they about to finally give up and mark a short term top? We can’t guess when that will finally happen. I’m reprinting my article from last Friday
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I spent some time on the phone with the legendary tech analyst, Gene Munster, Monday afternoon. He’s a Revolutionary kind of thinker who used to cover Apple and other tech stocks for Piper Jaffrey for many years and these days he a VC shop called Loup Ventures. I was
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Here’s the transcript from this week’s Live Q&A Chat, including ongoing 5G discussions, crypto getting jiggy and why gold is climbing. Q. Cody: Re your trade alert today, can you provide some info on the expiration date and strike prices for the puts you purchased? A.
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Will the relentless rally of 2019 ever relent? Certainly it will, but perhaps not until the bulls start feeling fully invested and the bears have capitulated. I’m not sure we’re quite at either point yet but I also wouldn’t jump all in and leverage up on the
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Markets, markets, markets! Will they ever pullback? Will the bulls’ fear of downside ever outweigh the fear of missing out? Yes, most certainly. But today might not be that day just yet. Here are a few questions to ponder about the stock market, if you’re so inclined: Does anybody
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Here’s the transcript from this week’s Live Q&A Chat, including discussions about NVDA, the budget impasse’s effect on the markets and The 5G Revolution. A couple trades to alert you about. I nibbled some AAOI this morning. I trimmed a little bit of my DELL
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What do you know, a down day in the markets in 2019? Who’da thunk stocks could go down? I’m doing a little nibbling in the hedge fund on some of the existing names in the portfolio, including Twitter, Verizon, Facebook, Google and Amazon. No rush, just nibbling and
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A few earnings updates and trades to alert you about. VIAV results were very strong, guidance looks pretty fine. 5G is the growth engine there and the stock remains cheap if the 5G growth continues to accelerate as I expect it will. I’m adding another tranche of this one
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Here’s the transcript from this week’s Live Q&A Chat, including topics like the ongoing crypto crash, what albums I’ve been listening to lately and what happens if the Fed cuts rates. Q. Cody are you surprised by the extent of this very positive start of
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The markets keep rallying, the bears keep pushing their shorts, the markets keep rallying, the longs keep trying to get back into what they sold in December, and the markets keep rallying. Is it time for a pause? Maybe it’s time for our poll. You can post your answer
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Here is a list of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. I’ve broken the list into Longs and Shorts. I’ve further broken the list down in order of highest-rated to lowest-rated (I’m no