Trading

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Kodak Moment

The markets are extending the breakout. We’ve got a lot of stocks rocking and rolling and Cisco just crossed $20, Juniper’s up 5%, and the portfolio’s a hopping. That said, LPS is up big again too. Quick note — I’d mentioned earlier this week that I was

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Today’s Revolution Investing links

Here’s what every Revolution Investor should be reading this morning. The Odd Facebook Halo – Jordan writes: “I find it a bit confusing why today, after Facebook has filed its S1, that all of the other publicly traded social networking stocks would be trading so much higher. Look at ZNGA,

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Morrie’s Wigs: Thoughts on LPS

Morrie: Henry, you’re a good kid, I’ve been good to you, you’ve been good to me. But there’s something really unreasonable going on here. Jimmy’s being an unconsionable ball-breaker. I never agreed to 3 points on top of the vig! Am I something special? Some

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Early morning trade updates

Howdy y’all. Let’s jump right on top of this bull and ride. First up is STX. The company absolutely crushed the quarter and the guidance for the rest of the year blew everybody’s mind. Here are a couple analyst notes on STX’s quarter: We are reiterating

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Position round up

Amazon’s topline is light and the stock is down 10% after hours. I’ve missed two earnings trades in a row (Sandisk last week and now Amazon this week) and I’m extremely disappointed about that. I will step back and re-evaluate and step up my game. In the

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Today’s must-reads

Here’s what I was reading and thinking about today when I wasn’t preparing for another week of a earnings blitzkrieg. Markets/Stocks/Trading: On Corporate Cash – In the Platinum Chat section on the front page ofWallStreetAllstars.com, I got in a debate about whether Apple should split their

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Update on STX into tonight’s report

I’m getting a lot of questions about Seagate heading into its earnings report tonight too.  Here’s my answer: Feet to fire, I’d guess STX blows away the estimates on top and bottom lines. No idea if that is already priced in though and the idea that the

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Another very high-risk earnings trade

Good morning and welcome back to the office, where they put the off in ice and the ice after off. Anyway, it started out as a slightly higher market and it’s faded into a slightly lower market. I’d like to see a 2-3% pullback to start scaling more

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On the markets and the Facebook IPO

Where the heck did the trading day go? It’s already the contra hour and I’ve been pedal to the metal all day but this is the first time I’ve sat at the computer all day. The markets are flattish to down. Greece sovereign debt crisis is dominating

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Earnings trends and an update on the Riverbed puts

It’s fried-day, as my old pal Herb Greenberg from CNBC used to write back at TheStreet.com a decade ago. It was a long week with lots of headlines, earnings, and Fed developments. I’ve listened to and/or read the transcript from dozens of earnings calls not to

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Breaking down Cody’s income streams and how they impact his portfolio

Yesterday in the chat, I was asked this detailed question and I gave these detailed answers. Our editors decided it was worthy of a full article for you guys. I agree. Q: Cody, you have mentioned several times about cash positions and it depends on how it fits into one’

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Two trade updates and today’s links including Rebecca Diamond’s latest

Two quick items to address before today’s linkfest. Specifically, I bought some Riverbed options with strikes right around $30 or just above that expire in three to six months. Again, I’m still net long just doing some prudent hedging. Lots of questions today about EKDKQ. I’m holding