Trading

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Today’s links: Horses, banks and presidents

Here’s what I was reading and thinking about today when I wasn’t dreaming about getting a horse. I need a horse. Terrible Optics Watch: Obama to Accept Dem Nomination at Bank of America Stadium– It’s a good thing Obama and the democrats have been leading the charge

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Updates on FFIV and a look at EK’s BK

All rightie, folks, we’re off the races again this morning and the horses are running tight. FFIV, our latest purchase, is up $10 this morning off of a very strong earnings report last night. I was a little disappointed that hardware revenues weren’t stronger, but the service side

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Trading updates

Good morning and welcome back to the forest where you don’t wanna miss it for the trees. Then again, you do wanna miss trees when you’re skiing. Anyway, it’s a pretty big day for us with earnings from Google and FFIV and PNC all reporting earnings. PNC,

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Focus on secular growth: Despite the Europe crisis, this tech stock has legs

Have you ever had those recurring dreams where you go to sleep and you can just feel that your mind is going to show you the same images again? The world is stuck in the euroTwilightZone, constantly replaying the cycle of relief/elation/anxiety/reality check in regards to every

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Today’s Revolution Investing links: Let the crash come and other must-reads

No changes to the portfolio this morning. I’ll have more thoughts and updates in a bit. But in the meantime, here’s what I was reading and thinking about when I wasn’t trying to get my mind to get my body to get over this chest cold that

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What the markets are missing about Europe’s crisis right now

Well it got pretty scary for the overinvested longs early this morning. The mainstream media is focused on the S&P downgrades of France and other Euro-zone countries but the real story is that the Greek bond “negotiations” on a “haircut” have broken down once again. The dudes in

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Two new buys this morning

I am nibbling on some FFIV and STX this morning.  Here’s the analysis behind STX. You got the FFIV analysis on Tuesday. Just buying a little common on FFIV to get started and buying some March STX calls with strike prices right around the current quote. I’ve been

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Quick update and see you at the chat chat at 2pm

Goog, VIX and the Nasdaq up fractionally to start the day. Calm before a storm or peace before a rally or are we about to stabilize? I’m leaning increasingly towards expecting a break out rally next, but I’m not changing any positioning yet. Don’t forget we have a chat at 2pm EST at TradingWithCody.

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New tech stock pick for tomorrow

The first week of trading in 2012 has come and gone, and we’re all still here.  A couple good things happened in Europe, a couple bad things happened in Europe, a central banker profited from his policy decisions, and no one has any idea what’s going to happen

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Trade Updates

It’s a rally day and the markets are trying to kick out of their recent range by breaking to the upside it seems. For now. And that’s got the VIX down today. For now. Meanwhile, Google’s down fractionally after having started the day with a pop.  Technically

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I bought VIX calls, not puts

Well, I have to apologize for confusing you further when I tried to clarify. I wrote in the most recent post: We’re not going to be in these VIX options for more than a few weeks at most, so I expect the ETFs to track the VIX rather well

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Clarification and latest positions

Just a quick note of clarification for you guys regarding option trading the VIX. Some brokers don’t offer options on the VIX so you have to use the VIX-based ETFs like VXX or VXZ in that case. We’re not going to be in these VIX options for more