Into the closing hour we go then, and it's -- shocker, I know -- tech leading the way. And what's leading tech today? In another not-so-shocking development, Microsoft (MSFT - commentary - Cramer's Take) is leading tech today. Stick with the trend till the market tells us otherwise.
Everyone you know is talking about iPhone. And don't get me wrong, iPhone's gonna be a huge hit for Apple (AAPL - commentary - Cramer's Take), as I've been on record saying since the hour it rolled out earlier this week. But while everyone's spending all their brains and trading cycles on Apple and its possible suppliers, I think the bigger opportunity is still in Softee. I'm sure not buying more given that I bought more calls earlier this week when the stock was getting punished off the iPhone making a joke out of the Zune, but I think Softee goes higher still.
I just recorded a podcast with Aaron -- you should listen to his daily program if you haven't been, he does a great job on it. Today's episode should be downloadable in just a bit.
I'll have a thoughts for the weekend piece to close the blog for the week up in just a bit.
At the time of publication, the firm in which Willard is a partner was long both Apple and Microsoft, although positions can change at any time and without notice.
P.S. Will you be there when Cramer makes his next move?
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At the time of publication, the firm in which Willard is a partner was long both Apple and Microsoft, although positions can change at any time and without notice.
Cody Willard is the manager of CL Willard Capital Management, LLC. He is a regular guest on Fox News, CNBC and other networks, and he writes a monthly column for the Financial Times. He is also an adjunct professor at Seton Hall University and the author of TheCodyReport.net, a monthly stock market newsletter. Willard appreciates your feedback -- click here to send him an email.
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