Trade Alert

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Trade Alert: Nibbling this old name as machines drive the market swings

I’m going to do a Scutify Live video feed from my office at 2pm ET talking about markets and answering questions from readers. To join me, simply open the Scutify App and click the Scutify Live icon that you’ll see when the App opens or go here to

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Trade Alert: $FIT (and a full update on my daughter and family)

I know most and maybe all of of you who are reading this truly care and want to know what’s going on with my family and me during these last few weeks. My second born daughter, Amaris Leon Willard, is an angel and she’s probably the toughest little

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Trade Alert: Airing out the portfolio

One of the biggest pitfalls for most investors and traders is that they sell their winners and keep their losers. Similarly, another big pitfall for most investors and traders is holding onto legacy positions simply because they’ve owned them for a while and end up growing complacent. We are

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Trade Alert: Scaling in amidst the panic

Remember just 32 days ago, I wrote this: We have a lot of stocks up big today, which has been a recurring theme for our portfolio during earnings season so far. Many of our biggest positions are at or near all-time highs. If you haven’t done any trimming, consider

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Trade Alert: Using the mini-crash to buy some stock back

Time to do some more nibbling into what is becoming a panicky sell-off Mini-Me Crash. I’m nibbling some Ambarella AMBA common stock at $88 per share and some Apple $AAPL common stock at $108 per share here right now. And here’s a few more Q&A for

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Trade Alert: Gold miner trim and two nibbles

Markets don’t go straight up. Pullbacks happen. Fear builds. Panic selling starts. And feeds on itself. And then we put in a bottom. Stocks can fall farther. Traders who bought yesterday looking for a bounce that never came are selling today. Investors who have had big gains but now

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Trade Alert: A Pure Play on IoT and Cloud Networking

I’ve got a new name I want to start scaling into. I’ve been working on this name since I met up with one of my old idols, George Gilder, back a few weeks ago when I MC’d the San Francisco Tech/Biotech Money Show. The company is

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Trade Alert: Trimming some gold miners, looking at some buys

With the DJIA down 10% over the last few months, and with some panic in the selling today, I’m thinking the path of least resistance from now til year-end is probably HIGHER. Lots of stocks to consider nibbling on now, including: Sony, Synaptics, Twitter, Whole Foods, Apple, Splunk, Palo

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Trade Alert: Updates on China, energy, Twitter, WFM, Google and Iconix

China’s going to let their currency devalue a bit and that’s a classic macro-economic news bite that the media will love to glom onto, but that probably doesn’t matter much to our overall thesis and economy and playbook and markets here in the US. Remember the same

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Trade Alert: Two nibbles and an update on my newborn

Hi all, just a reminder that I’ve been at the hospital with my newborn daughter for the last week as we are scheduled to take her to our Albuquerque rental home tomorrow. She has miraculously improved her health and functioning every day for six weeks now and she is

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Trade Alert: A brand new Wearables stock pick

As per our playbook, I’ve been patient in waiting for good pitches before taking swings. This week, in the midst of this current stock market weakness, I’ve started nibbling on some of my favorite long-term Revolution Investing stocks and now I’m going to step in and add

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Trade Alert: Buying some more Twitter

On a personal note, my daughter Amaris is pulling through remarkably well. She might be the single happiest and healthiest Trisomy 13 baby in history, and she’s blowing all the doctors’ minds. She’s got a tracheal tube, a gastro tube and lots of monitors, and my wife and