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

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Amazon is cheaper than Wal-Mart

Commentary: Look five years out to explain Amazon’s P/E What we’re focused on here today is Wal-Mart, with its massive global retail empire, versus Amazon, with its massive global “retail” empire. We added Amazon to the Revolution Investing portfolio in July, despite its triple-digit P/E ratio.

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Trade Alert – Sandy’s continued aftermath, PTSD, blessings and two trims

I gave a 50 minute speech to the Philadelphia Institute of Internal Auditors last Tuesday. I was probably more nervous about giving a speech to 600+ internal auditors than I was doing any national TV show. Out of my element, I guess. I talked about no amount of quantitative easing,

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Trades for the week of November 19th through November 23rd

Here are my trades for the week of November 19th through November 23rd: Options: Stock CALL or PUT Action Date Initiated Stock Price Strike Price Exp Date FB-Facebook CALL TRIM 11/21/2012 $24.39 $22 13-Mar

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Trade Alert – Thanking some gives and booking some face gains

Let’s thank some gives today as we head into the holiday weekend. I’d mentioned the other day that Turkey Week is usually a mostly-up-market/bullish time, and such seems to be the case so far this week. Facebook’s finally back to where it was after the most

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The two biggest smartphone players

You may find yourself living in a shotgun shack And you may find yourself in another part of the world And you may find yourself behind the wheel of a large automobile You may find yourself in a beautiful house, with a beautiful wife You may ask yourself, “Well, how

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In Philadelphia today

I’m actually in Philadelphia today speaking to the Philadelphia institute of internal auditors. 600 people and lots of interesting discussions about fraud, Wall Street and corporate America in general. The markets are traditionally strong during Thanksgiving week for whatever reason. It appears that such is the case this week

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Trades for the week of November 12th through November 16th

Here are my trades for the week of November 12th through November 16th: Common Stock: Stock Action Date Initiated Time Initiated Price DDD-3D Systems SOLD 11/13/2012 9:30am $40.20 BIDU – Baidu BUY 11/14/2012 1:20pm $94.05 AAPL-Apple BUY 11/16/2012 12:09pm $510.

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Trade Alert – Bidding below for fruit but not booking the Facebook yet

Yesterday I wrote this: Apple’s slow bleed of death continues — can you believe it was at $350 earlier this year though? I’m waiting to add the next tranche until either the slow bleed of death stops or until we get a major capitulation by the longs on a

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Some cocky bears, but are the bulls STILL complacent?

Well, there’s still no panic out there in the headlines. And while the dozens of TradingWithCody subscribers who have replied so far have been over 90% in consensus that the bulls are more scared right now than the bears, take a look at a few of these replies from

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Where’s the panic?

You know what surprised me this morning? The fact that there are no panicky headlines out there today despite the fact that markets are down 10% in the last month and down again this morning. Isn’t this the time in the playbook that we’d expect to see the

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Cody Kiss & Tell: Fiscal Cliff Hype, Grandpa Willard, and Investing in China

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 y’all. Let’s ride. Q. Cody a lot of your analysis

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Trade Alert – Eden’s Apple and more FB analysis

Facebook traded flat in the pre-market and then opened up about 2% above last night’s close and hasn’t looked back. There stock is up 12% in the closing hour. Nearly a billion shares have hit the market today, meaning that nearly $20 billion of equity hit which of

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