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April 2011

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5

McDonalds: a tech company

April 27, 2011 – Comments (3) | RELATED TICKERS: MCD

Everyone's familiar with McDonald's the brand.  A cast of seedy characters, Grimace, the Hamburglar, Mayor McCheese, and the eponymous scary red and yellow clown have been replaced with slick TV ads to make sure that everyone on the planet knows that McDonalds is where you go to obtain fast food: burgers, fries and a Coke.  [more]

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20

A word on Intel

April 26, 2011 – Comments (18) | RELATED TICKERS: INTC

I've never been all that excited about Intel.  They make microprocessors - had a lock on the market for a long time, lost some share to an upstart, AMD, when they got overconfident.  But if you are buying a state of the art microprocessor, any year from 1976-2011, and you aren't looking at Intel's products, you're making a mistake.  Ever heard of Moore's law?  That's the guy who founded Intel.  Ever heard of the Internet, or cloud computing, or the personal computer?  Yep - those innovations occurred on the backs of Intel products.  [more]

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4

Why The Mortgage Tax Break Can't Die

April 18, 2011 – Comments (10)

There is a lot of chatter about doing away with the mortgage tax break on Federal income tax, in order to help correct the government budget deficit.   [more]

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9

Embrace the Down Side

April 12, 2011 – Comments (5)

No, it's not Darth Vader's advice to Luke Skywalker.  But it's close.  [more]

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2

The Fedspeak Carousel

April 11, 2011 – Comments (3)

We are on the carousel, you and I, Stock Market Investors (Price-line Negoti-a-tors!)  Whatever those wonks in the fancy suits do, we take it on the chin.  [more]

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4

Turning over rocks

April 07, 2011 – Comments (5) | RELATED TICKERS: PLPC

I've recently put some money aside for more stock investing, and so in the last couple of weeks I've been doing what I call 'turning over rocks', looking for stocks that are underpriced for a reasonable prediction of their future growth.  I have been looking mostly at small caps.  Turning over rocks means I am reading the most recent few 10Qs and the last 10K, looking at the key stats here on CAPS and at Fidelity, reading an earnings call transcript or two, and trying to push a pencil to project and discount the next couple years of free cash flow with optimistic and pessimistic assumptions.  [more]

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14

More on Libya

April 04, 2011 – Comments (6)

I don't mean "Moron Libya" - or do I?  [more]

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