All

All

Trade Alert: Nibbling on fast food puts and other notes

TRADE ALERT I’m going to start slowly but surely scaling into a few McDonald’s $MCD puts. I’m using puts instead of common stock because the premiums on the puts are negligible and by using put options, I am limiting any losses to the small amount of capital

All

What Apple into DJIA means and other notes

Markets down hard this Friday afternoon and the DJIA is down 400 points since Monday’s highs. Nasdaq struggling hard since hitting 5k earlier in week. Steady as she goes for me for now, but you know I’ll look to sneak in some tranche buying and/or a trade

All

Cody’s Latest Positions

One note – I’ve removed BitCoin from the portfolio listings entirely, as I can’t remember the last time I got paid with a bitcoin and as I’ve noted forever in there, I don’t own a meaningful amount of BitCoins and I don’t want it on there

All

Cody Kiss & Tell: Sentiment, hate, cash, testimonials and more

Q. Cody: As a contrarian, how do you/how should anyone read measures of Sentiment? If one looks at those gauges you cited, (a) how does a contrarian vote in them and (b) can the “reader” assume it’s basically the opinions of non-contrarians? A. I don’t think you

All

Everything You Need to Know About Scutify

Let’s get ready to rumble! Don’t forget to join me for this week’s Live Q&A Chat at 2pm EST at https://twc.scutify.com/members/. Very strong numbers in Ambarella’s earnings report last night, highlighted by the 60% topline growth and much bigger than

All

Three stock picks for the Wearables Revolution

Wearables are a can’t-miss growth market. The same kids (and adults) today who take selfies with their smartphones to post on SnapChat and Facebook $FB are going to be doing 10 times more of that, and most of it in real time using wearables. I don’t understand how

All

How to use Sentiment to your advantage (Plus a Google update)

Steady as she goes for now but I suppose I’m gonna have to trim our Google call options a little more if this stock moves much higher from here. It’s up $80 since we added to Google common and call options. Steady for now though. Is it time

All

5 Lessons from Nasdaq 5k (Plus markets, cash, Sonic vs Shake Shack and more)

Lots of our stocks are near their all-time highs. Others that we’ve nibbled on recently are up 15%, 20% or more so far this year. The stock markets are at all-time highs and we’re looking back at the last time the Nasdaq hit 5k in today’s report.

All

I won’t make it to the NYC Trader’s Expo show

Hey all, I’m totally bummed to tell you that my flights to NYC were cancelled and there are absolutely no possible ways for them to get me from NM to NYC in time for my Monday appearances at the Trader’s Expo at the Marriott Marquis. I’ve offered

All

Bet everything on the App Revolution

Websites are dead. Nobody consumes content from the laptop anymore. The only people who spend time on their desktops or even their laptops are those use them to work, hobbies or research. Since the advent of the smartphone, I’ve begged people to get in front of the App Revolution.

All

Upcoming appearances, speeches and other notes

I’ve got a few upcoming appearances, speeches, panel moderations, etc to tell you about. The Trader’s Expo New York City, Feb 28 – March 2 Trading Like a Hedge Fund Manager (with Robert Marcin and Brian Gallo) Monday, March 02 | 8:00 am – 9:00 am Why You Shouldn’

All

How the Apple Watch changes everything (PLUS Trade Alert: BKS)

Barnes and Nobel BKS up 7% today on news that they’re going to spin off their college books business. Remember when the stock popped and later crashed when BKS announced they would spin off their Nook business? I think this is a similar set-up here. That said, I’m