Micron

Making the Case — Again — for Micron

Making the Case — Again — for Micron

I made a case for Boise, Idaho–based chip maker Micron Technology in April 2014. For a while I looked brilliant: The stock went vertical from $22, peaking at $36.

Behind the Ugly Red Door: Finding Value in an Overpriced Market

Behind the Ugly Red Door: Finding Value in an Overpriced Market

The difference in valuation between the cheapest stocks and the rest of the market is the smallest in more than 20 years, the market is overpriced.