Why aren’t you panicking about the Eurocrisis right now?
January 29, 2012 By cody
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 mention having read hundreds of analyst notes in the [...]
Cody Willard: Who’s more scared and an update on yesterday’s trade
January 28, 2012 By cody
The markets are holding steady this morning and we remain near recent highs, which also happen to be as high as the benchmark indexes have been since last spring. The question that nobody seems to be asking is what happens if we bust through those highs, and the technical-analysis guys et al start chasing “the [...]
Stock picks for this market and other must-reads
January 27, 2012 By cody
Here’s what I was thinking and reading about today when I wasn’t analyzing earnings reports. Market links: Is The Market Getting Tired? – Earnings results from Apple, Microsoft and F5 sure would indicate otherwise. More evidence of market spring or lack thereof will come after seeing tonight’s Starbucks (see Starbucks reports tonight) and KLA-Tencor reports. [...]
Ignore the Fed
January 26, 2012 By cody
“This is no time for jokes, Boomhauer. This tornado’s already classified at Level 2 on the on the Fujisaki scale. A storm that strong will send an egg through a barn door. Two barn doors if one of ‘em’s open.” — Dale from “King of the Hill” Good morning and welcome back to the playground, [...]
Twelve short picks for every portfolio
January 25, 2012 By cody
After weeks of exhaustive research uncovering the industries and companies that are in the most trouble right here, right now, I’m proud to release my latest investment book at BrokenBusinessModels.com or get it free with your paid subscription to TradingWithCody.com. Every business, no matter how great, at some point becomes not so great. Technologies change, [...]
Trading strategies for Cypress, F5, OCZ and more
January 23, 2012 By cody
Here’s the transcript of this week’s chat from TradingWithCody.com, an independent service not affiliated with Marketwatch. See you next week at 2pm EST at http://tradingwithcody.com/chat for more Q&A where you can ask me anything. Q. Cody, do you think AMZN is a buy at these levels? Thanks Cody, great chat.A. Yes, I think Amazon’s taking [...]
Three must-reads for earnings season
January 22, 2012 By cody
Here’s what I was reading and thinking about today when I wasn’t dreaming about getting a horse. I need a horse. Earnings Reports Continue To Receive Applause – I mentioned in yesterday’s column that I was buying FFIV calls before their earnings report. The stock is up $15 today and I’m locking in some of [...]
Cody Willard’s stock portfolio
January 21, 2012 By cody
Here’s the transcript of today’s chat from TradingWithCody.com, an independent service not affiliated with Marketwatch. Q: Cody, I am wondering what your cash to investment ratio is these days? I’ve been at 50%-60% cash this year and up around 13% YTD with today’s nice run, not sure which way to go now. Thanks Cody. Cody: [...]
Enough with the welfare banks
January 20, 2012 By cody
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 on prosecuting fraud, robosigning, front-running, insider-trading and balance [...]
Tech earnings review and preview
January 19, 2012 By cody
Last week, I highlighted Adtran and explained why it’s in my latest report as one of the ten best tech stocks to own for 2012. The company reported strong fundamental earnings and gave strong guidance for next quarter in this mornings report. The analysts are already out touting the report and chasing the stock and [...]





