Subscribe: Cody Willard
http://feeds.thestreet.com/tsc/feeds/rss/p/cody-willard-real-money
Added By: Feedage Forager Feedage Grade B rated
Language: English
Tags:
apple  cody willard  company  content  google  iphone  long  new  pain  play  sandisk  tech  things  vittles  weekend vittles  weekend 
Rate this Feed
Rate this feedRate this feedRate this feedRate this feedRate this feed
Rate this feed 1 starRate this feed 2 starRate this feed 3 starRate this feed 4 starRate this feed 5 star

Comments (0)

Feed Details and Statistics Feed Statistics
Preview: Cody Willard

Cody Willard



What's moving the markets-particularly in the technology sector? Hedge fund manager Cody Willard tells what's behind it all.



Copyright: 1996-2007 TheStreet.com, Inc.
 



Blood in the Streets: Opportunity for Investors?

Fri, 14 Sep 2007 18:59 GMT

Take a break from tech and look to emerging markets.(image)



Get Set for Coming Mark-to-Market Pain

Fri, 31 Aug 2007 17:30 GMT

Plus, index puts and possible longs for a trade in mortgage.(image)



Accelerated Spending Bodes Well for Telecom

Thu, 30 Aug 2007 20:36 GMT

Keeping up with the Internet Video Revolution costs money, and the telecoms are showing the way.(image)



A Bullish Recipe on Semis

Wed, 29 Aug 2007 18:59 GMT

A confluence of cycles has me excited about this industry again.(image)



Big Bets? Big Mistake in This Market

Tue, 28 Aug 2007 19:04 GMT

Wait for more extreme extremes or less volatility for better trades.(image)



SanDisk Has the Best Growth Prospects in Memory

Mon, 27 Aug 2007 19:54 GMT

Pricing trends favor this player for the next few months, even quarters.(image)



Tech's Still Tempting, and a New Rail Name

Fri, 24 Aug 2007 22:48 GMT

Those are just two investment themes to ruminate on this weekend.(image)



The Real Risk: Repricing of Real Estate

Fri, 24 Aug 2007 10:36 GMT

Everyone's talking about mortgage resetting; instead, focus on real estate valuations.(image)



Short Confidence in Long-Side Bets

Wed, 22 Aug 2007 20:23 GMT

This isn't the time to be aggressively long, thanks to the Fed.(image)



How I'm Trading This Setup

Fri, 17 Aug 2007 19:31 GMT

One of the points to ponder this weekend: Just how much more pain will we see.(image)



Two Tech Buys and Lots More Caution

Fri, 10 Aug 2007 19:32 GMT

Amid the volatility came a couple buys on the looming tech bubble.(image)



Weekend Vittles: Can Moto Get Its Mojo Back?

Fri, 03 Aug 2007 21:26 GMT

Even though things aren't going so well now for the company, nothing lasts forever.(image)



What's Wrong With AT&T's Latest Wireless Idea

Tue, 31 Jul 2007 20:04 GMT

The latest venture with eMusic is doomed to fail.(image)



Weekend Vittles: PC to Replace Credit in Your Pocket

Fri, 27 Jul 2007 19:55 GMT

By any measure, even with the iPhone numbers, Apple's report this week was impressive.(image)



Private Equity, Public Pain

Thu, 26 Jul 2007 19:40 GMT

Action in this asset class is eerily reminiscent of the old telecom era.(image)



Take the Long View on the iPhone

Wed, 25 Jul 2007 18:48 GMT

In the whole scheme of things, initial sales won't matter all that much.(image)



SanDisk Is No Flash in the Pan

Mon, 23 Jul 2007 10:52 GMT

It's the best pure play for this burgeoning technology.(image)



Weekend Vittles: The Good and Bad of the iPhone

Fri, 20 Jul 2007 20:50 GMT

My two favorite and least favorite things about Apple's new phone. Plus, Google thoughts.(image)



Intel's a Tell When It Comes to Capex

Tue, 17 Jul 2007 19:42 GMT

The chipmaker's comments will also have implications for Novellus.(image)



One Arena Where Apple Can't Beat RIM

Mon, 16 Jul 2007 20:13 GMT

The iPhone still can't top Blackberry for reliability.(image)



SanDisk's Run, Handset Chaos and Pricey Parking

Fri, 13 Jul 2007 21:15 GMT

Here's a look at what's on one trader's mind as the weekend approaches.(image)



Tap Into Growth in the PR Space

Wed, 11 Jul 2007 19:36 GMT

As online consumers bypass more ads, companies will need a subtler strategy.(image)



iPhone's a Pawn in Apple's March to Dominance

Tue, 10 Jul 2007 19:41 GMT

It's a way to get its OS in more hands en route to beating Microsoft.(image)



Music Labels Might Still Be Shorts

Mon, 09 Jul 2007 17:38 GMT

They'd do better to monetize end users than sue them.(image)



Weekend Vittles: Google Gets Fired Up for $600

Fri, 06 Jul 2007 19:31 GMT

And don't even think about a split.(image)



VeriSign: Master of Its Domains, and a Certifiable Winner

Thu, 05 Jul 2007 17:38 GMT

The company survived the bubble, and it's now a great play on rising demand for Web properties.(image)



CBS Makes an Appealing Content Play

Tue, 03 Jul 2007 18:07 GMT

The Tiffany network shines again, as the smart move is to Web 2.0.(image)



Weekend Vittles: Swoon for Zune

Fri, 29 Jun 2007 19:33 GMT

Microsoft love, content is still king and another great quarter for Research in Motion.(image)



Flash Forward With SanDisk

Thu, 28 Jun 2007 19:30 GMT

Rising storage demand should help give this stock a boost.(image)



Google's Really Simple Synergy

Wed, 27 Jun 2007 19:59 GMT

If RSS is the future of content delivery, Google is already halfway there.(image)