This is the historical record of all posts Cody Willard has published since 2010. It is open to the public.
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Here’s how my portfolio stands with both longs and shorts in order of size at this moment. I’d mistakenly not had listed Sandisk on Friday’s portfolio rundown. It’s in there at the right spot now: Longs – * Google * Riverbed * Microsoft * Cypress * Cisco * Sandisk * Nuance * Marvell * Corning * Apple
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Here’s me quoted in this weekend’s Wall Street Journal about Netflix. It’s a bit too much of a highflyer even for me and I’ve just never gotten comfortable trading this name, so it’s not on our sheets even as I do think it’s likely
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I’m doing some nibbling into today’s big sell off. I’m just using the weakness to gently add to three of our positions today: Corning, as noted earlier. Sandisk, our new purchase from last week. I’m buying some January 2012 calls that are slightly out of the
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It’s a sell off to greet us for the new trading week and the high beta stocks are down pretty big this morning. We’ve got shorts and longs both down 3-5% across the board today as earnings week really heats up this week with hundreds of big companies
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“Fastest growing industry in the history of the planet.” “Will impact every company you invest in, whether they are tech companies or not.” “Billions of dollars will be made in the next few years by app companies and app investors” These are a few of the things I’ve repeatedly
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A lot of movement this week and here’s how my portfolio stands with both longs and shorts in order of size to close out the week: Longs – * Google * Riverbed * Microsoft * Cypress * Cisco * Nuance * Marvell * Apple * Corning * Visteon * DBA * Ciena * Celestica * Adtran Shorts – * Lender Processing Services * SLV * GLD * Cablevision * XLF
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And there you have it, Google’s held the 12% move and is trading just under $600 today. Those calls that we bought back when we wrote this: I just bought some slightly out-of-the-money Google calls…JUNE 17, 2011 BY CODY WILLARD Google’s down 3% on the day and
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Okay, as the after hours trading wrapped up, Google was trading near $600 a share, up nearly $70 from the close. The stock had spiked during the conference call and if it’s anywhere near these levels tomorrow, I will trim both some common and some calls as I’ve
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Google’s out and it’s a HUGE beat to the upside in the initial report. $8.74 EPS on $6.92 billion vs. estimates heading into the report of $7.86 EPS and $6.55 billion So it’s nearly 15% ahead of estimates on the bottom line and
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Google’s earnings report is tonight. Here’s an email I got this morning from a subscriber: I know Cody cannot provide advice, but it would be great if he would comment today on his calls position in GOOG and if he’s holding through earnings tonight. Thx, great service.
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Well, the good news is that I did what I said I wanted to do and built up the SLV and XLF shorts a bit more in the morning rallies before the markets started crashing. The bad news is I sure feel stupid for having written “I’d guess that
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Good morning and there they go… It’s actually some pretty interesting action this morning in that the breadth is very good but the moves are very small in magnitude. Not sure what that means, but I’d guess that the path of least resistance is upward for today’s