Trading

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Bat coming off the shoulder

Now we’re starting to get some pitches that I want to swing at as we start to re-build our longs. I also want to go ahead and sell the remainder of my APOL puts which expire this month so that I can “roll them down” and buy some longer-dated

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Chat transcript from tonight’s special edition chat: Cycles, Hedging, Momentum and more

Here’s the transcript from tonight’s special night time Live Q&A. Q: Cody, great work and thanks again. Cody what is your comment and analysis on AAPL tomorrow 4-24-12, after closing. A: My comment is, I’m nervous as usual about Apple, because I’m always worried

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Netflix mistake and don’t forget tonight’s live chat at 7pm EST

Well, the numbers were mostly “in line” with estimates, but Netflix is down after hours hard. Unless they can explain this kind of stupid commentary in their earnings press release in some miraculous way tomorrow, I’ll lose on my calls tomorrow: We see nothing new or particularly concerning this

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The analysis behind the Netflix trade

Netflix is hated, shorted, maligned, and down nearly 70% from its highs a few months ago. The bear case for the company, especially that of higher content costs and the brand/subscriber-growth hit that they took six months ago has been discussed endlessly in the mainstream media and on Wall

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Trade Alert: Five stocks to buy and three specific trades I’m making right now

Good morning and welcome back to the dog run, where it’s always better to play after a big rain. Does this pullback in the markets, which has now hit the lower end of my 5-10% pullback target that I started looking when the markets had rallied to multi-year highs,

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Headlines and trends to ponder into the weekend

Here area some headlines and some important trends that all of us should be pondering this weekend. Don’t Just Sit There – Marcin’s cut-throat advice, “Sell something!” Speaking of which… Weekly Sector Update: Cash is King and Are stocks really cheap vs. bonds? and Looking Skittish out There – I

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Updates on Sandisk, FFIV and Riverbed

Okay guys, I’m back in the saddle from my doctor’s appointment in Las Cruces — it’s rural New Mexico where I’m living right now and I had to spend a whole day on the road just to get my check up. Anyway, let’s talk stocks as

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Three potential earnings surprises to look for

Sorry for the lack of posts today, guys, I was at the doctor’s office making just getting a look-see on my skin to make sure my freckles are cancer-free…the dermatologist said no worries, it’s all good. Anyway, a lot of you asked for me to give a

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Chat Transcript for Apr 18, 2012: FFIV Earnings, RVBD, GRPN, JNPR and more

Here’s the transcript of today’s chat. See you next week at 2pm EST at http://tradingwithcody.com/chat for more Q&A where you can ask me anything. Okay, guys, hello. Let’s rock. Q. FFIV? A. FFIV FFIV FFIV. Oh, man, when I get as many

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Earnings Schedule and Live Chat Today at 2pm and Monday at 7pm

Here’s the schedule of earnings for all of the positions, both longs and shorts, in the TradingWithCody.com portfolio: Earnings Schedule for TradingWithCody positions Earnings Schedule for TradingWithCody positions Longs Google         Already Reported April 12 Fusion-IO April 26th Sandisk         April 19th Apple         April 24th Cisco         May 9th Seagate         Already

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Patience as the pitches develop

“Everything comes to him who hustles while he waits.”  – Thomas A. Edison Intel reports strong numbers, but can’t guide up. Stock is down about 4%. CREE reports weak numbers and blames their North American sales staff. Stock is down 8%. STX reports strong numbers and guides higher. Stock is

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Deja vu of a deja vu and earnings thoughts

A few things I want to share with you. First, a very insightful email from a TradingWithCody.com subscribers in Italy. I love Italy and even wrote a whole series of articles about my love for Italy for the Financial Times a few years ago. But I digress. Here’s