This is the historical record of all posts Cody Willard has published since 2010. It is open to the public.
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I’ve written before about how people thought I was nuts when I was writing about how I was buying Apple at $7 per share back in 2003, even though at that time, as I put it for my subsribers, “Apple was trading for less than the cash it had
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Our short, Lender Processing Services, is in the news again. And not for being a good citizen…From NakedCapitalism: FDIC Filed Suit Against Lender Processing Services for $154 Million Ooh, this is getting fun. Peter W found this tidbit in the May 10 Lender Processing Services 8K: The Federal Deposit
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With Nokia, Ciena and Riverbed all up 3% plus today, we ended up nicely green by the close after bobbing up and down most of the day. We’ll take it. I bought those long-dated Softee call options and that was the only trigger pull of the day from my
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Let’s analyze the price Microsoft paid for Skype, the reason why Microsoft bought Skype and how we should trade our Microsoft now. First off, let’s talk price. $8.5 billion is a lot of money and as a Softee shareholder, I do wish they’d only paid the
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Remember a few weeks ago when I was in San Francisco on a Markewatch/WSJ investment panel? I met a couple of you dear subscribers there, but for the rest of you, here’s the first six minutes of what was an hour long program. Not sure if they’ll
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Instead of Microsoft common, I’ve ended up buying Microsoft call options, mostly with the $25 strike price, that will expire in January 2013. It always shocks me how cheap the premium for call options in Softee can be when the stock flatlines for a few months as it has
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A gentle rally to start the day in the broader stock markets and in the precious metals too. And our portfolio’s up gently this morning too. Let’s be gentle traders today, shall we? Meaning, let’s not force anything but let’s dig in and look for some
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I did not trade today, but we had a nice pop in the portfolio despite the (as expected) moves in Silver and Gold going against us today. Corning was up more than 3% itself and as that and Nuance are two of our largest positions, we made out pretty green
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Email from a subscriber: –First of all, CY, and now NUAN have many times over paid for my subscription, with every other trade above water, except RVBD. Could you post a brief response to the following question” If one has suggested to a friend to sign on, or has not
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Here’s my positions, in general order from largest notional position to smallest, though they all are about where I want them to be right now: Longs – Corning Cisco Nuance Celestica Cypress Riverbed Ciena Apple Microsoft DBA Visteon Google Nokia Adtran Shorts – GLD SLV LPS XLF LYV
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Silver and gold are both up today, silver up 4%, gold up 1%. We covered our common stock short position and still have nice gains on our puts. I am not doing anything with silver and gold today, but were silver to get back closer to $40 again, I’ll
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Nuance is the big mover on the sheets today, now up 7%. Rumors out there that Apple’s considering buying the company. I don’t believe the rumor, but I am not selling it either. Nuance is still too cheap.
