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Mister Softie, are you serious?

Mister Softie, are you serious?

I own Microsoft (MSFT) stock, and I do believe it is one of the steals of the century. But when I read that the code name for a phone, that is supposed to capture the days of glory from Apple’s (AAPL) iPhone, is “Pink,” I lose some of my faith in the company.
I know it is [...]

April 29 2009 | Posted in Stock Analysis! | Read More »

BusinessWeek Video Interview

BusinessWeek Video Interview

I talked to Jim Ellis at BusinessWeek about my book Active Value Investing (here is a link to the video).  As you will see, if you tie my hand I’d go mute.   At about the same time I talked to TheStreet.com (here is a link to the video) about Apple (AAPL) and Jackson Hewitt (JTX). [...]

January 22 2008 | Posted in 5 Minutes of Fame, Stock Analysis | Read More »

Video Interview: Apple – Don’t Buy! Jackson Hewitt – Buy and my book

Video Interview: Apple – Don’t Buy!  Jackson Hewitt – Buy and my book

In this fund video interview with TheStreet.com I talk about why I don’t think Apple (AAPL) is a buy, why I love Jackson Hewitt (JTX) and my book Active Value Investing.  

October 29 2007 | Posted in Stock Analysis | Read More »

Good Company vs. Good Stock

Good Company vs. Good Stock

This is an excerpt from a comment I read on Daily Speculation. It is such a common misperception that I had to write a response:
“Great stocks [Google, Apple] are to be owned. Companies who dominate their space are to be kept and allowed to grow. Those who have built fantastic franchise names should be accumulated. [...]

July 7 2007 | Posted in Stock Analysis | Read More »