Cody Willard on Apple suppliers, oil, Greece and more

Here’s the transcript of this week’s chat at TradingWithCody.com, a service not affiliated with MarketWatch. All right guys, ask me anything. Q. Any idea or explanation why some important AAPL suppliers have completely different behavior? QCOM,BRCM more or less are following AAPL (about -10% since their earnings report) and others ( SWKS and mostly CRUS [...]

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Will Facebook’s IPO make E-Trade party like it’s 1999?

Talking babies notwithstanding, Etrade has seen better days.  It’s the rare company that got clobbered by Web Bubble 1.0 AND the ownership of subprime debt.  Here’s a chart of its all-time performance: ETFC Facebook recently added Etrade as an underwriter along with usual suspects like Goldman Sachs, Morgan Stanley (lead underwriter), Citigroup, J.P. Morgan, Bank of America, [...]

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2 more ways to buy Facebook before the IPO

Last month I told you Six ways to invest in Facebook before the IPO.  Now we’re a month closer and about a week out from that holy day.  A company founded in a dorm room less than a decade ago is about to be the biggest American company to ever go public ; UPS went [...]

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Is the J.P. Morgan bombshell a one-day event?

Here are some headlines and trends that every investor should be thinking about into this weekend. U.S. Stocks Hit by J.P. Morgan and Can The Market Muster A Convincing Bounce? – It’s fried-day and I sure know a lot of traders and investors who truly feel fried now. The markets are set up for another [...]

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Answers on how to trade tech right now

Here are a selection of questions and answers from this week’s chat from TradingWithCody.com, a service not affiliated with MarketWatch. All right, let’s rock. You bring the roll. Q. Hi Cody, what’s your updated thought on NUAN ? Not for earnings but looking strategically…..are they somehow involved in SIRI/ EVY, etc.? Or, is NUAN knowhow [...]

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Every trader is a loser

Well, another near panicky open has again subsided into something more gentle and we’ve likely washed out yet more of the weaker-handed longs with these repeated 1%-2% intraday down swoons. I’m still waiting for something a little scarier/harder to buy before I get agressive again. And if I miss the bottom without having loaded up [...]

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How to profit on this Apple stock bubble

I saw something recently that blew my mind and I need to share with you. A venture capitalist having to defend making a 31,200% return — in two years. Seriously, read this post from Ben Horowitz , Netscape founder Marc Andreeseen’s investing partner.  They were seed investors in Instagram, recently sold for $1 billion to Facebook FB . I’ll [...]

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Wake up call for Apple investors

Here’s the full speech I gave at the 2012 Apple Investor Summit where I was sandwiched in between keynote speakers, Steve Wozniak (the co-founder of Apple) and Walter Isaacson (Steve Jobs’ biographer). I broke my speech down into three parts. It was truly one of those “pinch me” moments in my life, as you can [...]

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Making the hard trade

As always, there’s no set answer to that question, but the the shortest answer to that question is yes, we’re getting to the point where it’s probably time to start scaling into some more long side exposure as the markets have really started to get a panicky. I used the word “start” there a couple [...]

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Deep thoughts for traders by Cody Willard

(Cue cheesy instrumental music and waterfall backgound) You ever stop? I mean, just step back and catch your breath? Or is every day at the market a battle? When I ran a hedge fund for five years, I never missed a market open or a market close (except one day when I had no power [...]

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