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Michael Lewis

Michael Lewis

TMFMadMardigan

Michael is a value-oriented investment analyst with a specific interest in retail and media businesses. Before coming to the Fool, Michael worked with private investment funds focusing on deep value and special situations. Currently living in the media capital of the world--Los Angeles, California.

Recent articles

Sears Holdings Could Head Toward Bankruptcy, and That's OK

Chapter 11 would force the realization of the company's liquidation value, and prove why a Sears turnaround, though valuable if it were to happen, isn't necessary to make money on the stock.


Investing Alongside Carl Icahn - Is it Worth The Premium?

Investors can be a part of the legendary activist's decisions by owning shares of Icahn Enterprises, but is it a good offer?


Men's Wearhouse Looks Great, but Too Pricey

As it readies to become the fourth-largest men's apparel retailer in the nation, Men's Wearhouse is enjoying a continued run in the markets. For the price-conscious investor, though, things don't look as good.


Rite Aid's Sell-off Was Pointless, but Not a Reason to Buy

The third-place drugstore chain may have softer short-term earnings power than expected, but this doesn't have anything to do with operating business. The freshly discounted stock, though, is not a buy.


The Next Sears Spinoff Could Be a Great One

As the company's retailing business continues to flounder, strategic alternatives remain a viable method of delivering value to shareholders. While not all of Sears is desirable, the auto segment holds appeal.

How Marriott Will Keep Growing for Years to Come

The hotel owner and operator has grown substantially over the past few years, and it doesn't look like things will slow down anytime soon. Two great strategies are driving this company forward.


Does Ross Stores Have Room to Grow?

The off price retailer has kept growth afloat amidst difficult times. As the industry improves, look for a renewed fever at the company.


Is Big Lots Tuned To Go Higher Yet?

It may not hold much in the way of sales or earnings growth, but this closeout retailer could continue its precipitous rise on the back of increasing efficiency and cash flows.


Is This Silver Lining a Reason To Buy American Eagle Outfitters?

With sales cratering at the store level and poor visibility going forward, this teen retailer is among the worst. As the stock continues its downward slide, though, its dividend becomes more attractive.


If Golf Can Recover, Dick's Sporting Goods Is a Buy Today

More than two-thirds of this company is running strong, with plenty to offer investors. If the weak parts are fixed, today's price is a bargain.

Don't Get Caught Up In Short-Termism With PetSmart

While the stock is taking a beating this week and flirting with its 52-week lows, the long term remains compelling for the pet retailing giant.


Investing in the World's Hottest Emerging Market

China and Brazil are old news. Today, the smart money is turning to Africa for its high-growth emerging-market investments.


2 Stories to Watch With Liberty Media

The stock split and spinoff aside, Liberty Media continues to make interesting moves with its investments.


Staples' Sell-Off Is Looking Like an Opportunity

As the company transitions, Wall Street looks only a few feet ahead. The key to this stock is the long-term strategy.


DISH Network Corp Needs a Friend, Stat

As the industry enters full-on consolidation mode, DISH Network's options are thinning. Why is DISH repeatedly left out of dealmaker paradise?

The JCPenney Love Affair Needs a Gut Check

Results improved, but we need to look a little further out beyond one year's worth of same-store sales. What are investors receiving for today's stock price?


Urban Outfitters Needs to Do 1 of These 2 Things

Whether it's reenergizing its legacy customer or rising up to meet a new group that is willing to pay, Urban Outfitters can deliver big returns to investors if it heals its ailing core brand.


Dillard's Is a Retailer Doing It Right

With a focus on smart, up-to-date merchandising, this department store chain sees little threat from the tides of change.


Marketmania: Is the WWE Smackdown a Buying Opportunity?

Upon news of a less-than-exciting TV rights deal with NBC, investors and analysts took axes to World Wrestling Entertainment's stock price. Does this make the company a buy today?


2 Great Reasons to Get Behind DirecTV and AT&T, and 1 Huge Issue

From a shareholder point of view, the proposed merger looks like a win all around. Whether it's the right move for competition is a different story.