Why aren’t you panicking about the Eurocrisis right now?

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 [...]

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Cody Willard: Who’s more scared and an update on yesterday’s trade

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  [...]

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Stock picks for this market and other must-reads

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. [...]

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Ignore the Fed

“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, [...]

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Twelve short picks for every portfolio

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, [...]

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Trading strategies for Cypress, F5, OCZ and more

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 [...]

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Three must-reads for earnings season

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 [...]

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Cody Willard’s stock portfolio

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: [...]

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Enough with the welfare banks

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 [...]

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Tech earnings review and preview

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 [...]

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