Trade Alert - Trading with Cody (Page 30)

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Trade Alert: A QCOM sell & two tranche buys

Morning folks, I’m baaaack. Crazy trip to Boston, NYC and back again, and I have lots of stories to tell you, names to drop for you, and insights about the economy to share with you. First things first though. Let’s catch up on some trading and our stocks.

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Trade Alert: Giga nibble (and remembering panic)

I don’t think “greed” is running rampant amongst investors and traders just now, but certainly there’s a lot of complacency out there. I just want you all to think about how many different geopolitical, economic, war-escalating, Black Swan and otherwise scary things can and will be impacting yours

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Trade Alert: Buying some giga mega kilo bytes, mon

I have a Revolution Investment stock pick that I want to add to the portfolio. It’s called Gigamon, the symbol is GIMO, and here’s the story. Hackers, cyber threats and the giant move to the cloud is making network security more important than ever. As a pure play

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Un-Trade Alert: Market notes, analysis and Steady Betty

Some wild early morning action in the stock markets, tech specifically. Looks like most any stock related to high tech and/or high beta took a major hit early into the trading day with some names like $NVDA down 7% and $QCOM down 4% and $Z down 6% at their

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Trade Alert: Buying some more protection

A few not-so-random thoughts about the election results. A sweeping majority for the Republicans means that big business is likely to get whatever it wants for the next four years. With Treasury rates still at historically low levels (currently under 2% as I type this), Fed rates still near 0%

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Trade Alert: Taking my stupid Fitbit losses

I should have taken my losses on Fitbit the first time the company disappointed me, which was back when they were trying to price that secondary at a multiple of today’s stock price. Over the last few quarters while I’ve owned this stock that basically went straight down

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Trade Alert: Still scaling into The Street

I’m going to nibble a few more shares of TST. I didn’t get filled on many of my orders last week and I’m going to put in a few bids over the next few days this week and next to finish building this position up into a

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Trade Alert: Taking profits on the IBB as fear rises

We’ve been fortunate to be very long most of the best performing big cap stocks for the last five or six years now. Those stocks have been particularly strong relative to the broader markets for the last few months and weeks too. That said, our index put hedges on

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Trade Alert: They’ll be dancing in The Street

I’ve got a micro cap stock that I am starting to buy. I’m not buying this stock for a short-term trade, rather I’m hoping that we are getting a chance to invest in a long-term turnaround. In fact, because the company’s not been kicking off much

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Trade Alert: Nibbling more of this new name

I was in LA for a total of 24 hours, not including 8 hours of driving back and forth to the airport in El Paso and 8 hours of flight time. I got home last night around 12: 30am and my wife woke me up at 5am to take care

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Trade Alert: Trimming some longs, adding to some shorts

I’ve got some analysis and some trade alerts to deliver, so let’s jump right in. Goldman Sachs added Pandora to their “Americas Conviction List” this morning and the stock is up near $15/share near recent highs. The Goldman notes first caveats their conviction with the facts that

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Trade Alert: The tiniest but biggest revolution ever?

I’m adding a new small cap stock to the portfolio, one that comes with plenty of risk but which could end up creating a huge new Revolutionary Platform. Impinj, PI, went public on July 26, 2016 and Q3 2016 will be the first quarter where the company’s financials

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