July 11, 2000 |
Sara Lee (SLE) Jim: Don't buy Mike: Buy * Jim: It's a good thing that Sara Lee's new chief executive is trying to turn this company upside down, because if he wasn't I believe Sara Lee would soon succumb to a new owner that would. Mike: Now Jim, before we continue with all that important corporate stuff, let me start by saying I think of Sara Lee as an old friend. Jim: My, so warm and fuzzy today, Mike. Let me guess.
January 2, 2001 |
Lowe's Cos. (LOW) Jim: Buy Mike: Don't buy Mike: I don't know about you, Jim, but I've noticed around Southern California that there's a new store anchoring a lot of these new malls: Lowe's home improvement stores. I think of stores like Lowe's and Home Depot as lumberyards with a college education. Jim: You know, this might be a knock on any other company, but Lowe's is almost a Home Depot wannabe. Mike: Almost? That's exactly what Lowe's is. Jim: All right.
June 13, 2000 |
MP3.com (MPPP) Jim: Don't buy Mike: Don't buy * Mike: To me, MP3.com evokes the name of Joseph Schumpeter, the noted economist who embraced the notion of "creative destruction." Jim: I'm familiar with him and his notion, but when it comes to what this has to do with MP3.com, I have no idea what you're talking about. Mike: As you know, Jim, Schumpeter's doctrine is that as companies age they die off or get knocked off by being taken over.
July 4, 2000 |
Reader's Digest Assn. (RDA/RDB) Jim: Don't buy Mike: Don't buy * Jim: When it comes to Americana, Michael, I can't think of any more tried-and-true name than Readers's Digest, correct? Mike: Did you say tried and true or trite and true? Jim: Snippy right out of the box today, eh? But you're right. To many people, Reader's Digest isn't just old, it's musty old--as in not being of much use. Mike: That's right. When you flip the pages of Wall Street reports on this stock, moths come flying out.
January 5, 1999 |
Intel (INTC) Jim: Today we look at the world's biggest semiconductor maker. It has annual sales of $26 billion, is one of the most heavily traded Nasdaq stocks and is probably best known to our readers for its Pentium microprocessor chips for personal computers. Mike: Some things have changed for Intel over the last year or so. In the old days, buying or selling Intel was basically a play on high-technology.
April 11, 2000 |
Microsoft (MSFT) JIM: (Don't Buy) MIKE: (Buy) * Jim: Well, Mike, we're taking another look at Microsoft today, and it's only the second time we've revisited a stock we've already reviewed. Mike: Ironically, the first time was when we reconsidered Microsoft's archrival, Apple Computer. We both recommended Microsoft's stock last summer, but it seems there's been a spot of news lately that warrants a chat about whether the stock is still a buy.
August 1, 2000 |
Jim: It's time for our semiannual review, Mike, when we go back and take a look-see at our picks of the last year or so. It's sometimes painful, but the mail indicates our readers like to see how we've fared. Mike: I think what some of our readers like is the chance to see where they've been smarter than we are. Hey, it's a risk for anyone who lays out their stock picks for public consumption. Jim: Oh sure, we're a courageous pair.
October 19, 1999 |
Yahoo (YHOO) Jim: Well, Mike, we're back to one of our favorite topics, Internet stocks, and there's no bigger name in the business than Yahoo. In fact, you could say it's the market's Internet bellwether now. Mike: I suppose so. But to me, Yahoo is the quintessential situation in which you can love the company and hate the stock. Jim: Then you'll probably be surprised that I like this stock. Mike: No!
May 16, 2000 |
International Speedway (ISCA) Jim: Don't buy Mike: Buy * Mike: Our first stock today, Jim, is International Speedway, which I believe must be one of your personal favorites. Jim: The sport is one of my personal favorites. Mike: And the sport of course is NASCAR, which is to say, stock-car racing. Jim: That's right. Mike: Now, does it mean anything that when I turn on the TV today, the guy I see hawking all those cheesy, cruddy products that Michael Jordan used to shill for is now Jeff Gordon?
April 18, 2000 |
Healtheon/WebMD (HLTH) (Jim: Don't buy) (Mike: Buy) * Jim: Friday's sell-off didn't much help our first stock today, Mike, Healtheon/WebMD-- Mike: Boy, that name's a mouthful. Jim: --And I was just about to say, can't they do something about that name? Mike: Be grateful it's still that short, given Healtheon/WebMD's penchant for buying one company after another. For all we know, six months from now it might be HealtheonWebMDMedicalManagedCareInsiteHealthNetwork, or some such.