This is the historical record of all posts Cody Willard has published.

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A look back at how we got to new highs and what’s next

(And don’t forget about this week’s Live Q&A at 2pm EST at http://tradingwithcody.com/chat) I always encourage every investor and trader to write about their activities, mindsets, psychology, and ideas every day and as much as possible. I learned long ago that writing my

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Trade Alert – Time to shift focus from components to infrastructure

Disclosure and portfolio to come. Title: Time to position for a new growth sector Staying ahead of the curve by getting into infrastructure We were way ahead of the curve and have made big money in components suppliers for the Smartphone/Tablet/App Revolution for the past several years (see

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Trade Alert – A euphoric tech sell and a disciplined but embarrassing buy

Our biggest position Google, courtesy of the Google calls we added when the stock was in a lull period two months ago, Latest positions (and Trade Alert – Noogle Gibble, er Google Nibble), is hitting new all-time highs yet again, and I think it’s time to trim a little bit

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Trades for the week of February 25th through March 1st

Here are my trades for the week of February 25th through March 1st: Common Stock: Stock Action Date Initiated Time Initiated Price ADSK – Autodesk BUY 2/25/2013 12:58pm $37.37 BIDU – Baidu SELL 2/26/2013 11:49am $89.00 FF – Future Fuel BUY 3/1/2013 11:

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Trade Alert – P/E ratio comparisons and time horizons

The Apple apathy apparently arises absolutely all of the time. Here’s your Trader’s Thought of the Day for today. Compare the following trailing twelve month P/E ratios, which don’t even account for the huge amount of cash (Apple, Google, Microsoft) or the huge amount of debt

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Deep dive on the history and future of Apple, Google and the tech revolution

It’s tough to remember how Apple developed into a company that is one of the most valuable in the world and one that right now makes more money in a given quarter than any but a handful of companies in history. Before the iPhone or iPad were even in

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Cody Kiss & Tell: Bubble Blowing, Apple’s Sleeve and ZAGG Shorts

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. Q. Any reason why you say in your alerts that you are not

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Trade Alert – Don’t order oysters at the diner

Good morning and welcome back to the diner, where you better stick with the stuff on the first couple pages of the encyclopedia-length menus that include things like Crab-stuffed Oysters. There’s a time and place for everything, see? And the time and place for crab-stuffed oysters isn’t at

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Trade Alert – Some active portfolio management with an update on gold and banks

Today I want to review a few positions in the portfolio and continue our endless pursuit of maximizing our long-term upside while minimizing our long-term risk through active portfolio management. I entered Baidu back in July as a technology platform play that doubled as exposure to China. It’s a

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Trade Alert – Tiny toe, Markets movements, Apple action, earnings insights

The markets sure have had a hard time busting through the DJIA 14k range. You know I’m not nearly as bullish for the near-term as I have been in the past few years (especially when there’s not a panic out there to buy against). That said, I had

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Trades for the week of February 18th through February 22nd

Here are my trades for the week of February 18th through February 22nd: Common Stock: Stock Action Date Initiated Time Initiated Price Physical Gold BUY 2/19/2013 10:41am $1,564.00 AAPL – Apple BUY 2/19/2013 3:28pm $458.72 ZAGG – ZAGG Inc. BUY 2/20/2013

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Latest positions – Antsy ain’t a strategy

Marvell is up after last night’s report. Steady as she goes, I’m holding all of my common and calls steady in that one for now. On the other hand, I’ve been actively refining the portfolio and getting ever less long as the markets run higher. I’d

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