Trade Alert - Trading with Cody (Page 59)

All

Trade Alert: Shorting the Morgans

Let’s get right to it: I’m add short positions in JP Morgan JPM and Morgan Stanley MS to our Revolution Investing portfolio. The rot at the banks has finally caught up to them, and I think this is a major historical inflection point. As I wrote this weekend

All

Trade Alert: Playing the Patriot Bankruptcy filing

Great question from an alert TradingWithCody subscriber: zumJuly 9, 2012 – 9:18 pm@cody: Haven’t played bankruptcy in a while….Does PCX fits the bill? Yes, PCX’s bankruptcy filing probably does fit the bill: Patriot Coal files for Chapter 11 bankruptcyat MarketWatch (Mon, Jul 9) By the way,

All

Trade Alert: How to invest in 3D printing

Looking at our Revolution Investing portfolio makes me really excited. And looking headlines like this makes me really bullish: Roubini: My ‘Perfect Storm’ Scenario Is Unfolding Now Dr. Doom Nouriel Roubini says the “perfect storm” scenariou he forecast for the global economy earlier this year is unfolding right now as

All

Trade Alert: Two new platform buys and a closed pair trade

Happy July 4th to you and yours. Hope and trust you’ll all be safe celebrating America’s 236th birthday, especially those of you setting of fireworks in the super-dry west. As we celebrate our revolution here is the U.S. of A there’s a non-revolution brewing in the

All

Trade Alert: A is for Apple iPad, J is for Jack

It’s time to buy Apple AAPL again. I’ve been saying that Apple is going to $1000 by 2015 since more than three years now, since the stock was a small fraction of its current quote. A little bit of the reasoning to refresh your memory: The stock’s

All

Trade Alert: Increasing the size of winners and cutting a loser

“Never change a winning game; always change a losing one.” – Bill Tilden “Losing doesn’t eat at me the way it used to. I just get ready for the next play, the next game, the next season.” – Troy Aikman We’ve had a couple of really nice trades play out

All

Trade Alert: Short the dollars (not the dollar)

“The lady doth protest too much, methinks.” – William Shakespeare (Hamlet), Act 3, scene 2 One of the Bill Shakespeare’s most frequently misquoted lines is the one that best captures Frau Merkel. Here’s Angela on Greek bailouts in 2009: “I will not allow Germany to participate in any speculation.

All

Trade Alert: Short this euro education company

Thanks for all the well-wishes that keep pouring in after last week’s inferno scorched my land. My dog, my woman, my house and my guitar are all safe, so I’m pretty damn thankful. This week Greece didn’t give markets the Sunday Smackdown everyone was worried about. No,

All

Specifics on the FB trade

I’m buying FB more aggressively than usual for a new position. I’ll explain in detail in a follow-up post with the clearest fundamental analysis for Facebook that you’ll find on Wall Street but as for the opening trades in FB for me, I’m starting with some

All

Trade Alert: Buying an Apple supplier and a recent IPO that will shock you

We have two new names in the portfolio today so let’s dig right into the never-ending woes in Europe. The Euro-crisis is part of the trader’s mentality, so it’s part of our reality, and it’s been three consecutive summers of the Euro-debt crisis swinging the markets.

All

Trade Alert: The last time the market broke my heart

I’ve got two stories full of lessons my hedge fund days that I’ll be telling you today. Both are about markets collapsing, but each has a very different perspective. First one is below with a couple trades I’m doing at the end. Stay tuned for the next

All

Trade Alert: My latest positions

You don’t need me to tell you the markets are down big today. With the naz back down over 2% and any high beta stock down much more than that, it is U-G-L-Y you ain’t got no alibi ugly out there. The playbook remains the same and you

See all