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Deep thoughts about platforms, new and old

Over the last few years, I’ve repeatedly called RIMM dead, I’ve said over and over that Dell’s brand and business are ruined (see Good Morning America’s Bianna Golodryga interviewing me in this clip when she was still an assistant for CNBC’s Maria Bartiromo), and I’

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Internet 3.0 and Fusion-IO’s place in it

Here’s an analyst note I read yesterday about a trend that our little ol’ Fusion-IO is helping to create from scratch before our eyes: IT Hardware : Quick Thoughts: All-Flash Arrays Appear on Path Toward Mainstream Adoption. Our Quick Thoughts series distills salient company-specific or secular dynamics into a quick

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Cody Kiss & Tell: Facebook lockup, FIO upside, the Mainstream media and more…

Here’s 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. Let’s rock n roll. Ask me anything. Q. Hi Cody, I would

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TradingWithCody Linkfest

Flattish markets. Don’t chase. And remember if you were stressed out six weeks ago at the lows, be sure to do some trimming/selling. And don’t forget to meet me at 2pm EST at TradingWithCody.com/Chat for this week’s Live Q&A. And just email

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Top 5 most shocking stocks that have doubled in the last year

Subscribers have heard me say this a dozen times but the stock market doesn’t work on your schedule. Check out this chart from Alpha Trends via my friend Barry Ritholtz. With the country falling apart and things as bleak as they’ve ever been, stocks rallied more than 15%

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Let’s think this through: Markets and economic analysis

I just heard on the financial news tv station as I was brushing my teeth this morning that only 11% of long/short hedge fund managers are outperforming the markets this year.  I’ve talked a lot all year about how the professional money manager has seemed to be overly

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Time for the Relative Valuation Game!

Well, lots of fireworks with Apple today, as it busted through its all-time high on Friday and now is in all-out breakout mode. At least until it isn’t and then who knows if it’ll pull back 2-3%. And then who knows if at that point everybody will say

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Trade Alert: Trimming down our two biggest positions

Apple’s on a tear. FIO’s on a tear. Google’s been steadily rallying for a long time now. Lindsay too. Which means four out of our five largest positions have been rocking higher and propelling our portfolios to new places. Here’s a chart of these four stocks

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Trades for the week of August 13th through August 17th

Here are my trades for the week of August 13th through August 17th: Common Stock: Stock Action Date Initiated Time Initiated Price SNDK – Sandisk Trim 8/15/2012 11:10am $41.73 NUAN – Nuance Trim 8/15/2012 11:10am $23.24 LPS – Lender Processing Serv. Short 8/15/2012

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How to build up a winning position

Sometimes you encounter the champagne problem of stock trading, having the companies you love start to rocket just as you start buying them. Here’s an example of what I’m talking about, from last week’s TradingWithCody.com chat: Q. 3D Systems DDD +0.55% and SYSS going gangbusters…

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Trade Alert: Markets analysis and Leaving the last of the Cisco Disco

The markets continue to climb the wall of worry, meaning that all those bears and shorts and money managers who are underexposed to stocks, keep providing fuel for this rally when they are capitulate into buying. Look at this wild six month chart of the Nasdaq: Do you notice how

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Cody Kiss & Tell: A short strangle, Apple’s rise, Amazon’s P/E and more…

Here’s 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 ride. Ask me anything. Q. Cody, as a new