Peter Lynch once said that sometimes the best stock to buy is the one you already have. That’s certainly what it looks like for me. Over the last few months, my portfolio along with the entire sectors I’ve been investing in have taken a beating. Nearly everything in it is really undervalued [...]

I wasn’t joking yesterday when I wrote that Taiwan fabless semiconductor company Silicon Motion Technology Corp. was on my watch list. I’ve had my eye on the company for a while, and as of this writing, it’s taken a fortuitous 5% plunge today. What can I say? The price was right.
The Business
Silicon [...]

Whenever the stock market takes a hit, some people (and lolcats) act like the SKY IS FALLING. As scary as a drop like this seems, it’s a good thing for the vast majority of us. For people who are retired and living off of their investments, or those who need to sell them [...]

As I’ve written elsewhere, my investment choices are based only upon my estimation of each company’s financial prospects. I try not buy stock in companies because they’re “cool”, because I support what they do, or other reason external to their business prospects. I’m also limited by what I know. If I don’t [...]