Codywillard

Q: After this pullback, assuming you had none of the names on your portfolio list, which stocks would you recommend scaling into with a first tranche right now? Q: Lots of talk about an iWatch Q3 for holidays, etc. and maybe more, but the talk is just that, Q3 and Q4. You still confident of a pop by July? Q: Hi Cody, I noticed that you trimmed both GOOG and GOOGL. How do you value the class A and C shares? Q: Got this question on Scutify.com: “How would you suggest someone youngish with, say, a few hundred or a few thousand dollars to put into gold or silver and looking to build a longterm position in some precious metals get started?” Q: What can you imagine FB becoming in the next 3 to 5 years? Q: Feet to the fire, with the Fed minutes just released – do you think we may have the start of a bottom on this latest pullback and will this bounce we are currently seeing being sustained?

Today's Cody Underground Podcast Topics include: 1. @MichaelHaynes: "Ukraine still posing complex problems and increasing intensity. Oil is up and Gold; watch the Gold/Oil ratio.http://www.apmex.com/Commentaries/2630/mid-day-gold-silver-market-report-4-8-2014" Good stuff. I'll be talking about $gold and $silver and Ukraine on my Cody Underground Podcast tonight. Here on Scutify.com, u guys are getting some incredible insights from@MichaelHaynes, the CEO of Apmex, one of the foremost experts on physical $GOLDand $SILVER According to my sources at giant Mitsubishi, the labor strikes in the Platinum mines of South Africa have taken as much as 600,000 ounces off the market. The strike has been continuing since January 23, 2014. According to Mitsubishi, even with a range of 200,000 to 600,000 ounces not reaching the market will have market impact. Platinum is a key component in auto manufacturing and with rising auto production, there could be price impacts. (Mine status: http://tinyurl.com/ons5wdv) 2. Stocks

Today's Cody Underground Topics include: 1. Markets keep falling. Time to do some buying yet? I mention a couple trades I made today. 2. Protesters in Ukraine’s East Call On Putin to Send Troops - Pro-Russian demonstrators occupying a government building in Donetsk also demanded a referendum on seceding from Ukraine, hours after a Ukrainian officer was killed in Crimea. 3. Pandora vs Spotify vs iTunes vs the world. $P is now down in a straight line from $39 to $27 per share, and I’d re-entered the short position on its way down at $35 or so as noted here on Scutify.com. I’m going to lock in about half the gains in my Pandora short position here today. 4. Yahoo gets into the TV business - local and production of a TV-like series. I'm beginning to think $YHOO is a 'House of Cards' so to speak and Marissa Meyer the CEO has bluffed herself into a corner. That sure is a near new font she helped her designers create for the logo, tho huh? As Robert Marcin put it today on Scutify.com "Yahoo is the Sears of the Inte

1. This episode goes out to my daughter's 96 year old great grandpa. Banking today vs when he did it. He still owns WFC tho and it's made him a ton of money in stock gains and in dividends over the last few decades. 2. Big sell off in high beta stocks today. But markets are still at all time highs. Jobs report. Discussed. 3. High frequency trading. What it is, why it's taking money out of your pocket. What if retail investors figured out a way to front run a bank's trades? 4. Blankfein and other Goldman pay in a time when the Fed continues "emergency extraordinary measures designed to help banks manage the crisis" hits a cool $20 million. 5. Obamacare. First remember it's 100% based upon the "successful" model that is known in Massachusetts. Is the only number that matters is how many people sign up for it? What about quality of care, access to good care, etc? And, is Obamacare going to crush the US economy? 5. Song of the day is "Dance, dance, dance" by The Steve Miller Band. Listen to the opening line and

The first ever Cody Underground podcast. Cody talks about Scutify, Yandex, Russia/Ukraine Crisis, Facebook, and what Pimco's Bill Gross is really worth. Song of the night - Ryan Adams, "Come Pick Me Up"