All
Morning trading notes – I’m adding another tranche to the CREE common stock long that we started building a few weeks ago. Just a steady-as-she-goes kind of tranche building up of the position here. I’ll add another 1/3 position this morning and get up to about 2/3
All
Ann: Nothing’s what I thought it was. John’s a bastard. Let’s make a videotape. Graham: No, I… ahem… I don’t think that’s a good idea. Ann: Why not? Graham: Because I don’t think it’s a choice that you’d make in a normal
All
On the road again – Just can’t wait to get on the road again. The life I love is making music with my friends And I can’t wait to get on the road again. – Willie Nelson Apple is down again today and most technicians will tell you it has
All
No trades for me today. Steady as she goes, really. We’ve been actively managing the portfolio and our positions within it as the markets, the economy, the Revolutions and the world do what they will. Such is the key to long-term financial security. Speaking of which, last week, I
All
Here are my trades for the week of September 9th through September 13th: Common Stock: Stock Action Date Initiated Time Initiated Price FB – Facebook TRIM 9/9/2013 12:43pm $44.18 CIEN – Ciena TRIM 9/12/2013 12:48pm $24.96 Options: Stock CALL or PUT Action Date Initiated
All
Here is the transcript to this week’s Live Q&A chat. Join me next Wednesday at 2pm EST at http://tradingwithcody.com/chat or send me an email with your question at support@tradingwithcody.com. Howdy folks, let’s rock. Q. One of the hardest lessons I have
All
I’m going to use a round up of links about what are seemingly unconnected, but are actually very intertwined, events to help us further the gestalt we aimed for in last week’s headline round up. Claims Per Ounce of Deliverable Gold at the COMEX Rise to New High
All
End of morning trading portfolio bullets: * Getting several of the major idiot sellsiders to finally punt their ratings on Apple after this week’s “disappointing” product updates is very bullish for the long-term. They’ll have to upgrade again at some point in the next couple years on valuation alone,
All
Here’s the past week’s discussion from the TradingWithCody.com Subscriber Chat Room: carl September 5, 2013 – 10:12 am @eryba1 Any thoughts on Intel (I am long stock and options) Take a look at http://seekingalpha.com/article/1674302-intel-so-you-want-some-growth-huh?source=email_authors_alerts&ifp=0. Do you
All
The Weekly Q&A is being postponed until tomorrow. Please join us at the Weekly Q&A chat room tomorrow at 2pm EST. Be there or be square!
All
Its the 9/11 anniversary and I don’t feel objective in the least today so I’m not even going to attempt to be a good writer and analyst for you. No trades in the portfolio today. Apple down yadda yadda… I’ll be back full speed tomorrow. Peace on earth.
All
Let’s do a review of a bunch of our longs and shorts. IBM – IBM has a long and questionable history of growing their earnings much faster than their topline. In 2010, the company reported about $100 billion in sales. This year, three years later, they are supposed to report
