Matthew McMichen

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• Is the Sirius Story Still a Good One?

  By Matthew McMichen - May 3, 2013 | Tickers: CMLS, P, SIRI

  Everything and everyone has a story.  Although it may be true that some stories are unarguably more grand and exciting than others, no thing or person is without their own unique story.  One exciting thing about the business world is that corporations are no exception to this rule.  Each and every company in existence—past, present, or future—has had or will have its own story.  Many of those stories more »

• Apple's Not Dead (And Never Was)

  By Matthew McMichen - May 3, 2013 | Tickers: AAPL, BBRY, GOOG, HPQ

  Editor's Note: This article has been amended to more accurately reflect Apple's return.

   

  Is anyone really that surprised to see Apple's (NASDAQ: AAPL) stock rally the way it has after it announced its second quarter earnings and upcoming plans?  It always amuses me when the market, driven in the short term by the whims and subjective feelings of its uninformed participants, overreacts to bad news and writes more »

• The Cisco Story - Worth Your Money?

  By Matthew McMichen - October 12, 2012 | Tickers: CSCO, GCOM, JNPR, RVBD

  In a previous post, I wrote about the fact that everything and everyone, including corporations, have a story.  I then went on to say that stories are typically multifaceted, and every one story has a number of contributing smaller stories, which come together to tell that greater story.  And, as a geeky accountant, I find it exciting that ingrained within every company’s greater story is the story of its more »

• Verizon's Story - Worth Your Money?

  By Matthew McMichen - October 12, 2012 | Tickers: T, S, VZ

  In a previous post, I wrote about the fact that everything and everyone, including corporations, have a story.  I then went on to say that stories are typically multifaceted, and every one story has a number of contributing smaller stories, which come together to tell that greater story.  And, as a geeky accountant, I find it exciting that ingrained within every company’s greater story is the story of its more »

• Google vs. Apple - Two Greats Battle

  By Matthew McMichen - October 9, 2012 | Tickers: AAPL, GOOG

  In a previous post, I wrote about the fact that everything and everyone, including corporations, have a story.  I then went on to say that stories are typically multifaceted, and every one story has a number of contributing smaller stories, which come together to tell that greater tale.  And, as a geeky accountant, I find it exciting that ingrained within every company’s greater story is its financial statements.

  In more »

• Southwest Story a Sad One?

  By Matthew McMichen - October 9, 2012 | Tickers: ALK, JBLU, LUV

  In a previous post, I wrote about the fact that everything and everyone, including corporations, have a story.  I then went on to say that stories are typically multifaceted, and every story has a number of contributing smaller stories, which come together to tell that greater tale. 

  And, as a geeky accountant, I find it exciting that ingrained within every company’s greater story is its financial statements.  My goal more »

• The Sirius Story - Worth your Money?

  By Matthew McMichen - October 8, 2012 | Tickers: CMLS, P, SIRI

  Everything and everyone has a story.  Although it may be true that some stories are inarguably more grand and exciting than others, no thing or person is without its own unique story.  Corporations are no exception to this rule.  And as an accountant, I find it to be true and exciting that a company’s financials can tell us a small story of the company’s greater story. 

  But, as more »

• Automakers Make for Wise Investments?

  By Matthew McMichen - August 9, 2012 | Tickers: F, GM, HMC, TM

  At a time when uncertainty shrouds the automotive industry, scaring many investors away, there may be some hidden gems to uncover.  And just like the owners of mint condition classics cover their gems and hide them away in climate-controlled garages, only to be uncovered for the most special of occasions, we too only want to uncover our hard-earned wages for solid investments. 

  To see if there are any automotive companies more »

• Time to Discount Intel?

  By Matthew McMichen - July 11, 2012 | Tickers: AMD, INTC, NVDA, QCOM, TXN

  Last week I wrote a post in which I provided a basic analysis and comparison of Intel (NASDAQ: INTC) and some of its major competitors.  Based on the P/E and P/FCF ratios, I suggested that perhaps Intel wasn't priced perfectly for a safe, high-yield investment.  

  When comparing Intel’s P/E of roughly $11.10 to the 18.33 of Texas Instruments (NASDAQ:TXN), the 16.50 more »

• Is Intel an Intelligent Buy?

  By Matthew McMichen - June 29, 2012 | Tickers: AMD, INTC, NVDA, QCOM, TXN

  Unless your investing strategy is purely speculative (which is foolish in a bad way), you probably want to be as intelligent as possible about your investment choices.  But what constitutes intelligent investing?  One of the key requirements of intelligent investing is that you buy in for the long-run and view yourself as an owner of the company.  This means saying goodbye to emotional, panic-driven reactions to the market's sporadic more »

• Growing More than Organic Food

  By Matthew McMichen - June 19, 2012 | Tickers: SWY, KR, WFM

  I love nothing more than finding a company that actually cares more about the products it's selling than the wealth those products are generating.  More than that, though, I love it when the market rewards those companies for producing quality products.  

  Don't get me wrong here -- there are many companies whose primary motivation is profit, and the market definitely rewards those companies when they achieve that goal (we more »

• 3 Beers—I Mean Stocks—You Should Avoid

  By Matthew McMichen - June 11, 2012 | Tickers: BUD, AAPL, GOOG, TAP, SBMRY.PK

  You can't ask for a better investment find than one in which you not only believe in the company's growth potential, but you also believe in the company as a whole. Unfortunately, in today's world, such an investment is truly a rare find.  I'm not simply talking about a company you like that happens to be on a growth track.  I'm talking about a company more »