Recent Updates RSS Toggle Comment Threads | Keyboard Shortcuts

  • Cody Willard 6:25 pm on June 14, 2011 Permalink | Reply  

    Why apps, why now? 

    Get the brand new completely re-written and updated eBook now for $79.00 by clicking on the “Buy Now” button.

    Or, head over to TradingwithCody.com where $99 a month gets you a complimentary copy of the book PLUS three more investment eBooks as well as access to Cody’s daily updates surrounding the real time trades he’s making in his personal portfolio.

    For help with the purchase process, click here.

    Any questions or problems, please Contact Us.

    [From Cody Willard's introduction to the brand new updated 50 Stocks for the App Revolution (Updated Version, June 2011)]

    Since I published 50 Stocks for the App Revolution back in November 2010, the stocks in the report have more than doubled the mid-single digit returns of the broader markets.

    And why not?  I mean, think about what is happening to the technology, content, phone, television, news, magazine, and even the old world wide web marketplaces?  They’ve being disrupted, revolutionized and changed forever, right now!

    Do you have a smartphone? Do your kids? Do you use it to get information? Do you use apps? Do you have a tablet? Do you use it? Do you still use your laptop in the same way you used to before you had a smartphone and a tablet with apps? Do you still look at Web pages the same way with the same frequency as you used to? Do you think that if you better figure out what industries and what companies will benefit from these still subtle, but increasingly impactful consumer behavioral changes?

    It’s an app world these days and it’s getting to be more of an app world every day. Eventually we will hit a tipping point in the app revolution that will drive us into an app stock bubble as the app world develops into a full-fledged revolution of marketplace creative destruction.

    And that creative destruction is already playing out in front of our eyes.

    For each of the 50 stocks we’ve identified as most widely exposed to  the App Revolution, we give a brief description of each company’s  primary businesses and outline some of the most important balance sheet  and business fundamentals. Rather than just going with a simple P/E, we  break down the enterprise value of each company, which makes companies  that have huge cash balances and lots of flexibility look cheaper than  those carrying big net debt loads around their necks.  In this brand new App Revolution eBook, we’ve updated our trademark Revolution Investing analysis for each company, working off the balance sheet data from each company’s own most recent SEC filings and consensus estimates from the latest Wall Street and industry analyst reports.

    And for those of you  who really just want a short hand rating system, don’t worry. I put a Revolution Investing rating from 1 to 10 on each stock. A 1 rated stock means I’m worried about the company’s ability to successfully navigate the app revolution despite having big exposure to it, and in that way, I help keep you away from the bad apples. Meanwhile, a 10-rated stock would be a perfect investment (and since such a thing doesn’t exist, the highest rated stock you’ll find the report is a 9 out of 10).

    On to the report then…

    Get the brand new completely re-written and updated eBook now for $79.00 by clicking on the “Buy Now” button.

    Or, head over to TradingwithCody.com where $99 a month gets you a complimentary copy of the book PLUS three more investment eBooks as well as access to Cody’s daily updates surrounding the real time trades he’s making in his personal portfolio.

    For help with the purchase process, click here.

    Any questions or problems, please Contact Us.

    Share and Enjoy:
    • StumbleUpon
    • Facebook
    • Twitter
    • Google Buzz
     
  • Cody Willard 6:01 pm on June 14, 2011 Permalink | Reply  

    The best charts in all of tech 

    A few years ago Google released their Trends tool, which graphically shows the frequency of whatever search term you’re curious about.  As an investor and analyst, I’ve found it’s a great tool for gaming marketplace trends.  You guys know one of the marketplaces I’ve been looking to for huge growth and outlining for my subscribers at TradingWithCody.com, right?  Apps, right?

    So let’s look at the search trends for the word “app”:

    Pretty amazing growth, really, eh?  Hockey stick anyone?  And how about the search trends for the term “iPhone”:

    You can see how the interest spikes and plateaus with each new iPhone version that Apple rolls out.   And not to neglect iPhone’s little brother, how about the trends for people searching the term “Android”:

    Before you decide that Android’s chart is even more impressive than iPhone’s chart, let’s compare them relative to each other, which Google Trends also let’s us do:

    The point of all these charts is that they underscore the huge growth in this App Revolution.  I’ve had some absolute huge app stock winners for my subscribers at TradingWithCody.com, where I detail all my stock and option trades for my personal account in real-time, and I continue to invest in many the highest rated stocks from this report.

    Get the brand new completely re-written and updated eBook now for $79.00 by clicking on the “Buy Now” button.

    Or, head over to TradingwithCody.com where $99 a month gets you a complimentary copy of the book PLUS three more investment eBooks as well as access to Cody’s daily updates surrounding the real time trades he’s making in his personal portfolio.

    For help with the purchase process, click here.

    Any questions or problems, please Contact Us.

    Share and Enjoy:
    • StumbleUpon
    • Facebook
    • Twitter
    • Google Buzz
     
  • Cody Willard 11:02 am on November 22, 2010 Permalink | Reply  

    Make money investing in apps 

    Get the brand new completely re-written and updated eBook now for $79.00 by checking out below. 

    Or, head over to TradingwithCody.com where $99 a month gets you a complimentary copy of the book PLUS three more investment eBooks as well as access to Cody’s daily updates surrounding the real time trades he’s making in his personal portfolio.

    For help with the purchase process, click here.

    Any questions or problems, please Contact Us.

    “So I need to know more about investing in apps, Cody.”

    I’ve heard those words from so many people — rock n roll legends, from reporters at glossy magazines, retired billionaire software entrepreneuers, readers of this blog, waiters at a sushi restaurant in Englewood, NJ, workers at the Tonight Show and other Hollywooders, along just about every body in between who’s heard anything I have to say about this burgeoning app revolution.

    I’ve spent a ton of time and energy since I quit my job as a TV anchor on the best ways to invest in apps. And there’s a very simple explanation for that — I believe that apps truly are just getting started on their way to becoming the single largest marketplace that this planet has ever seen, and I want to be a part of that. I’m in a fortunate position of being able to decide what I want to spend my time on these days — I’ve explored getting involved with real estate investment funds, I’ve explored doing more TV stuff, I’ve explored a bunch of stuff…but I keep coming back to apps because nothing excites me like the opportunity I foresee over the next one to five years for those of us who bet on the app revolution and its potential to change everything we do with content, work and each other over that same time frame.

    It’s actually that very sincere belief that getting involved with apps now is going to pay off huge later that’s probably what’s stirring all these people to ask me about how best to invest in apps. Well, that and the fact that they’re probably recognizing this burgeoning marketplace on their own too. Burgeoning, indeed:

    * 100 million smartphones sold last year.
    * Much more than 250 million smartphones will be sold next year.
    * More than a billion smartphones will be sold annually within ten years.
    * That’ll mean an installed customer base of two billion people using smatphones and the apps that run on them by the year 2020.
    * Those two billion customers will be using dozens if not hundreds of apps each every year.
    * That means we’re talking about several hundred billion different apps being consumed every year within a decade from now.

    Doesn’t it just about make your mind go numb trying to fathom that kind of growth and potential marketplace?

    We’re talking about a target market of billions of people using hundreds of billions of apps reading literally trillions of articles about apps, app reviews, app news, app devices, app games, app-anything.

    Get the brand new completely re-written and updated eBook now for $79.00 by checking out below.

    Or, head over to TradingwithCody.com where $99 a month gets you a complimentary copy of the book PLUS three more investment eBooks as well as access to Cody’s daily updates surrounding the real time trades he’s making in his personal portfolio.

    Get the brand new completely re-written and updated eBook now for $79.00 by checking out below. 

    Or, head over to TradingwithCody.com where $99 a month gets you a complimentary copy of the book PLUS three more investment eBooks as well as access to Cody’s daily updates surrounding the real time trades he’s making in his personal portfolio.

    For help with the purchase process, click here.

    Any questions or problems, please Contact Us.

    Share and Enjoy:
    • StumbleUpon
    • Facebook
    • Twitter
    • Google Buzz
     
  • Cody Willard 11:01 am on November 22, 2010 Permalink | Reply  

    Report Overview 

    In “50 Stocks for the App Revolution”, we attempt to identify 50 of the companies most widely exposed to the app and smartphone revolutions. We break the universe of app stocks into eight categories, though obviously some gray areas exist – is Nokia a platform builder or a handset vendor? Both, is the answer, but for the sake of organization, each stock is bracketed into one category.

    We then give a brief description of each company’s primary businesses and outline some of the most important balance sheet and business fundamentals. Rather than just going with a simple P/E, we break down the enterprise value of each company, which makes companies that have huge cash balances and lots of flexibility look cheaper than those carrying big net debt loads around their necks. Some analysts would rather not use at earnings per share in such cases because the interest on those huge cash balances don’t necessarily reflect the underlying cash flows from the business. But as an investor, we care first and foremost about earnings, even those that come from interest from smartly managed balance sheets.

    From there I give you some of my trademarked cut-throat Revolution Investing analysis including some history of the company, how it’s trying to position itself for the app revolution and how much I like or dislike the investment prospects for that company.

    And for those of you who really just want a short hand rating system, don’t worry. I put a Revolution Investing rating from 1 to 10 on each stock. A 1 rated stock means I’m worried about the company’s ability to successfully navigate the app revolution despite having big exposure to it, and in that way, I help keep you away from the bad apples. Meanwhile, a 10-rated stock would be a perfect investment (and since such a thing doesn’t exist, the highest rated stock you’ll find the report is a 9 out of 10. There’s a handful of those and to find out which ones I think are must-own stocks for the app revolutioin, you just have to sign up.

    Get the brand new completely re-written and updated eBook now for $79.00 by checking out below. 

    Or, head over to TradingwithCody.com where $99 a month gets you a complimentary copy of the book PLUS three more investment eBooks as well as access to Cody’s daily updates surrounding the real time trades he’s making in his personal portfolio.

    For help with the purchase process, click here.

    Any questions or problems, please Contact Us.

    Share and Enjoy:
    • StumbleUpon
    • Facebook
    • Twitter
    • Google Buzz
     
  • admin 10:53 am on November 22, 2010 Permalink | Reply  

    Report Outline 

    I. App platforms/software: (8 stocks)

    II. App gadget vendors: (7 stocks)

    III. App component suppliers: (12 stocks)

    IV. App network infrastructure: (6 stocks)

    V. App Infrastructure Component Suppliers: (3 stocks)

    VI. App equipment contractors: (5 stocks)

    VII. App network providers: (6 stocks)

    VIII. App retailers: (3 stocks)

    Get the brand new completely re-written and updated eBook now for $79.00 by checking out below.

    Get the brand new completely re-written and updated eBook now for $79.00 by checking out below. 

    Or, head over to TradingwithCody.com where $99 a month gets you a complimentary copy of the book PLUS three more investment eBooks as well as access to Cody’s daily updates surrounding the real time trades he’s making in his personal portfolio.

    For help with the purchase process, click here.

    Any questions or problems, please Contact Us.

    Share and Enjoy:
    • StumbleUpon
    • Facebook
    • Twitter
    • Google Buzz
     
  • Cody Willard 3:09 am on November 22, 2010 Permalink | Reply  

    Cody Willard talks about investing in apps 

    Get the brand new completely re-written and updated eBook now for $79.00 by clicking on the “Buy Now” button.

    Or, head over to TradingwithCody.com where $99 a month gets you a complimentary copy of the book PLUS three more investment eBooks as well as access to Cody’s daily updates surrounding the real time trades he’s making in his personal portfolio.

    For help with the purchase process, click here.

    Any questions or problems, please Contact Us.

    Share and Enjoy:
    • StumbleUpon
    • Facebook
    • Twitter
    • Google Buzz