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Preview: Cody Willard's Blog

Cody Willard's Blog



Hedge fund manager Cody Willard zeroes in on what's moving the markets, particularly in the technology sector. Readers are invited to leave their comments. Updated several times a day.



Copyright: 1996-2007 TheStreet.com, Inc.
 



A Change in Format

Fri, 18 May 2007 19:42 GMT

The trading blog ends, but the commentary will continue.(image)



Misguided Activism Abounds About Darfur

Fri, 18 May 2007 17:18 GMT

Forcing private investors to leave war-torn areas results in more isolation.(image)



There's No Question What the Harder Trade Is

Fri, 18 May 2007 15:45 GMT

Between ValueClick and aQuantive, there's no question about the tougher side to take.(image)



Running With Riverbed

Fri, 18 May 2007 14:12 GMT

Here's why this looks like a compelling long-term play.(image)



Blowing Air in the Bubble

Fri, 18 May 2007 13:14 GMT

It's not the retail investor who's creating this just-starting-to-inflate bubble.(image)



Cody Willard Is Out Today

Thu, 17 May 2007 11:36 GMT

He'll be back on Friday, May 18.(image)



Rousing Rally in Some Tech Titans

Wed, 16 May 2007 20:40 GMT

Even sleepy Google made a 3% run.(image)



The Cost of Reliable Media

Wed, 16 May 2007 16:52 GMT

Brand names that have it are as valuable as ever, as a dustup over Apple shows.(image)



Applied Materials Gets the Blame

Wed, 16 May 2007 15:50 GMT

While most think the company's guidance is responsible, there are other reasons for tech weakness.(image)



A Wild Day Shapes Up

Wed, 16 May 2007 13:32 GMT

Big names are buying the big run, semi action continues apace and private equity's still popping.(image)



Dow's Wild Winning Streak Continues

Tue, 15 May 2007 20:38 GMT

Will this index have a convincing decline anytime soon?(image)



Testing the Waters on Liquidity Services

Tue, 15 May 2007 19:41 GMT

Reselling wholesale and salvaged goods is a good business for now, but prospects look shaky.(image)



Raw Power

Tue, 15 May 2007 15:17 GMT

The Dow rally underscores the strength of the industrial economy.(image)



What Wal-Mart Is Telling Us

Tue, 15 May 2007 13:45 GMT

Low-income consumers may be feeling a pinch.(image)



Chinese Stocks Drive the Action

Mon, 14 May 2007 20:37 GMT

As long as the bubble keeps growing, the momentum will continue.(image)



Quiet Strength in PC-Related Names

Mon, 14 May 2007 18:08 GMT

We just might be setting up for an acceleration to the PC cycle.(image)



eBay Phones in a Winner

Mon, 14 May 2007 15:20 GMT

Skype's connection to Wal-Mart makes it 'the' VOIP standard.(image)



Market Yawns at Buyout News

Mon, 14 May 2007 13:29 GMT

As a side note, the Germans are net sellers this morning.(image)



Weekend Vittles

Fri, 11 May 2007 20:52 GMT

Bulls keep running, synchronicity keeps flowing and an old elephant's been dancing.(image)



Why Adobe Will Be a Winner

Fri, 11 May 2007 17:08 GMT

Don't bet on all the wannabe disruptors.(image)



Making Sense of the Consensus

Fri, 11 May 2007 13:32 GMT

Believing that market opinions can somehow be pigeonholed is mistake number one.(image)



Taking No Prisoners

Thu, 10 May 2007 21:02 GMT

Few were spared as things got pretty ugly by the close.(image)



A Different Kind of Action

Thu, 10 May 2007 17:35 GMT

Could a domestic 'dislocation' be on the near horizon?(image)



Analog Semis Expand Margins

Thu, 10 May 2007 14:59 GMT

Incremental revenues are juicing the companies' bottom lines.(image)



Retail's the Tell

Thu, 10 May 2007 13:38 GMT

This session, key off how these stocks trade after softish same-store sales reports.(image)



Too Much Synchronicity

Wed, 09 May 2007 20:19 GMT

The fast moves in markets, asset classes and more inspire near-term bearishness.(image)



Cycles Matter

Wed, 09 May 2007 18:10 GMT

Lessons from a mentor remind how cycles can drive success and failure.(image)



Fitting the Pieces Together

Wed, 09 May 2007 15:24 GMT

The question becomes one of timing and magnitude if you want to play the bubble.(image)



Cisco's Going to Be Trouble

Wed, 09 May 2007 13:43 GMT

Momentum players and weak hands may have a say after last night's call.(image)



Dow Ends in the Red

Tue, 08 May 2007 20:34 GMT

Meanwhile, what really will matter to Cisco tomorrow.(image)