What top Web 1.0 stocks tell us about 2.0

The best way to get a macro view is to assimilate as much data as possible.  I know oil traders who track the number of construction cranes sold worldwide as an input in their crude demand models.  And sometimes the best data comes from companies that are leading indicators of the broader economy.  That’s why [...]

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Get a piece of the Facebook IPO

The markets are down across the board. I’m not looking to do much trading and buying yet. As readers of my TradingWithCody.com service know, I’ve been letting this turmoil play out a bit before getting aggressive. Still am. Let’s run through some headlines this morning that every investor should be reading: Smaller Investors May Get [...]

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Introducing the Bluefly Bubble Indicator

Cross-posted from TradingWithCody.com, a service not affiliated with MarketWatch. Last week I named some Web Bubble 1.0 stocks and why I’m watching them.  Today I want to talk about Bluefly and why I think it could catch a Bubble Bid. Let me be clear again: I’m not advocating you get long this or any other of [...]

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Why the Nook is now doomed

Cross-posted from TradingWithCody.com, a service not affiliated with MarketWatch. So how about that big investment in Barnes & Noble by Microsoft which valued the B&N Nook tablet/e-reader business at $1.7 billion? For the record, when Microsoft invested in Facebook at a $15 billion, I told my viewers on my TV show that it was a [...]

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The 5 dumbest VC deals getting done right now

If we’re going back to Web Boom 1.0 levels, it’s important to try and game out how the cycle is going to go. Some of the companies from Web Boom 1.0 are still around in wounded form.  And some are booming: Amazon just reported a dynamite quarter. So far Web Boom 2.0 has been lots of good ideas funded [...]

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Tech trades and strategies for earnings season

Here’s the transcript of selected questions from this week’s chat from TradingWithCody.com, a service not affiliated with Marketwatch where I post all my trades in real-time. Q. Cody with this correction happening is it possible that JNPR could be the new leader? A. Interesting thought about Juniper….with Internet traffic going up like 18,730-fold in the [...]

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Don’t try to catch the Nokia falling knife

A reprieve from the selling and the bulls can finally look around to see who’s still standing. Yesterday that selling got ugly and there was a least some minor panicking from the bulls. That’s actually a healthy thing for the markets — remember that we want to buy when bulls are panicking and sell when [...]

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Six ways to invest in Facebook before the IPO

Facebook recently disallowed the trading of its stock on secondary markets like Sharespost and Liquidnet.  And with the news that they have chosen to continue the tech tradition of listing on the Nasdaq instead of the NYSE, the IPO is probably less than two months out. With all this hype and focus on Facebook’s billion [...]

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Apple going to $1,000 but don’t chase it

This one billionaire friend of mine made most of his money by selling a big .com to a big tech company at the peak in 2000 and before that had taken a semiconductor company that he founded public. Brilliant guy to say the least. I once stayed at his guest house on his estate in [...]

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Must-own Apple supplier stocks

If you’ve been reading or listening to me over the past 10 years you know I think Apple will definitely get to $1,000. And that would be a little less than a double (the stock is at $628 as I write this but has probably moved up by the time you read this). So the [...]

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