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Must-reads for today

Here’s what I was reading and thinking about when I wasn’t recovering from a weekend watching my 2.5 year old niece and dressing up as the Godfather (I dressed up in Armani and even had a baby Jesus doll with me, get it?) for a Halloween party

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Update on the Netflix trade

Netflix is up tonight. Trading earnings reports like this is very risky and more akin to gambling than investing. We’re up about 50% or so in three days on a tiny bit of capital that I threw at some out-of-the-money Netflix calls dated out into early next year, as

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All right guys, I’m going to do some repositioning trades today. Here’s what’s up.

All right guys, I’m going to do some repositioning trades today. Here’s what’s up. We’ve had an absolutely mindboggling run here in our portfolios in the last few weeks (and, relative to the broader markets, the last few months!) and it’s time to step off

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Here’s what I was thinking and reading about this morning

Here’s what I was thinking and reading about when I wasn’t getting my back realigned this morning. Feels better though! Optimism Running High In Europe Ahead of Big Weekend – Right now, while the markets aren’t crashing and the media freaking out, is the time to discuss such

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Here’s a list of my positions in order of size from largest to smallest notional positions

Here’s a list of my positions in order of size from largest to smallest notional positions: Longs – Sandisk Cisco Nuance Google Corning Riverbed Marvell Goldman Sachs Cypress Apple Microsoft Bank of America Visteon Autodesk DBA Adtran Shorts – LPS Bank of New York Wells Fargo Live Nation SLV

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I’d like to see tech lead the way higher

One consistent but understated theme in the markets lately has been that tech has underperformed. I like to see tech lead the way higher when I’m betting long/bullish and I don’t like seeing tech underperform consistently. Along with the mostly negative reaction to earnings (though we can

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IMPORTANT: The tendency is to over-diversify, but some diversification is necessary

Not much fireworks, at least after hours, in our stocks that reported earnings such as MSFT and SNDK, which is basically what I’d outlined as to how I was expecting tonight’s plays to play out. So to speak. Anyway, listen, this is IMPORTANT. I just saw someone on

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One new name for an earnings trade and a markets update

The markets are trading down today as the day wears on, and it’s S’s over Ns, meaning in this case that the tech-heavy Nasdaq is down more than the broader S&P sampling. Regardless, we’ve got Riverbed up more than 10% today after its shiny, happy

Today’s chat: Earnings and trading updates for RVBD, AAPL, AMZN, NFLX and much more

Here’s the transcript of today’s chat. See you next week at 2pm EST at http:tradingwithcody.com/chat for more Q&A where you can ask me anything. Q: Cody, I am interested in your RVBD strategy prior to close going into earnings announcement. A: Riverbed’s

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Patience is a virtue, right Ma?

I’ve been walking these streets at night Just trying to get it right (Need some patience, yeah) It’s hard to see with so many around You know I don’t like being stuck in a crowd (Could use some patience, yeah) And the streets don’t change but

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Today’s must-see: Rebecca Diamond returns to interview Gerald Celente

My dear ex-co-anchor from my Fox days, Rebecca “Gogo” Diamond, sent me the link to her return to the news industry last night — a sit-down 15 minute one-on-one interview with the one and only Gerald Celente of the Trends Journal and one of the greatest futurists in the world. I

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How I’m trading Apple now that it’s reported

Guys I might have guessed right about how both Apple and Intel were going to trade after reporting tonight, along with a few other calls like that lately, but let’s just all remember here that trying to game overnight reactions to individual reports like this can be treacherous. Tread

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