Ira Stoll is author of Samuel Adams: A Life (Free Press, 2008). He was vice president and managing editor of the New York Sun, which he helped to found, from its debut in 2002 until its demise in 2008. Before that he was a consultant to the editorial page of the Wall Street Journal, North American editor of the Jerusalem Post, editor of Smartertimes.com, Washington correspondent and then managing editor of the Forward, and a reporter for the Los Angeles Times. He is a graduate of Harvard, where he was president of the Harvard Crimson. He lives in New York City.
I have been a dividend investor since my retirement in late 2003. I diversify by sector, domestic vs. international, and by cap size. I do not invest in stocks that don't pay dividends. I am risk averse and limit my investment in a single equity to 1% of my total assets or less. As a result of this 'rule', I have more than 100 equities in my portfolio.
Rick Konrad has been an equity portfolio manager for over 35 years. At present, he provides strategic management consulting to both institutional buy and sell side firms. His greatest joy outside of his family is education, in particular, training young people to become better research analysts, portfolio managers, and financial planners.
Mr. Kaplan received his Bachelor and Masters of Arts Degrees from the University of Iowa and his MBA from the University of Nebraska at Lincoln. He also holds a Masters Degree in Sociology from the University of Iowa.
Russ Kaplan is an investment adviser representative for Russ Kaplan Investments, Inc. (“RKI”). The partnership was started in 1983.
As adjunct faculty at the University of Nebraska at Omaha and Metropolitan Community College, Mr. Kaplan has taught students about economics, finance, and investments.
Russ’s investment philosophy is that Russ Kaplan Investments, Inc. is a partner company. We purchase shares of companies as if we were buying the entire company. We will always be completely candid and not try to hide our mistakes. And, we will aim to hold a company for a long period of time. We are investors, not speculators.
I taught my self investing after I got tired of losing money in the hands of so called "professionals" over the years. I figured it's better if I lose my own money - at least I can blame no one else for my mistakes.
I immigrated to Canada from India in the 80's with $10 in my pocket and have not done badly. I am grateful to Canada for giving me the opportunity to succeed and build a good life. I lived in the US for a couple of years but returned to Canada. The similarities and differences between the two countries fascinate me, I have a Bachelor's degree in Pharmacy (I am a Ontario licensed Pharmacist), and was "retired" recently from the R&D department of a major Pharma company. I also have an MBA from the University of Saskatchewan.
Over the last 15 years, through a combination of interest, hardwork and luck, I have accumulated a portfolio which has made me financially independent (at least on paper), while making all the rookie mistakes and enduring two big bear markets fully invested (the last one with leverage) and holding a full time professional job and raising a family. The 2007-09 bear market has taught me that technical's are important and its important to raise cash at the right time. I follow the economic indicators carefully with the hope of avoiding (at least partially) a bear market. I continue to learn from experience and the read economic and financial commentary voraciously. I like to think I am playing the long game which takes guts, skill and patience.
My investing style is value - with a GARP orientation. My experience is that a few home runs make up for a many strike-outs, though now I focus more on stealing singles. I realize that Investing is a "losers game", to win you need to minimize your losses but at the same time, if there is no risk, there is no gain. I like to be highly diversified and routinely follow over a 100 positions. I invest, not trade, waiting patiently for a fat pitch.
Thanks for stopping by and good luck investing.
Degree in Accounting, worked in oil industry right out of college. Went on to business school at Chicago, and then into a staff position at a major investment bank in Chicago, assisting the chief economist and portfolio managers. Later, started a brokerage, retired from that to trade my own accounts.
Born in 1947, to parents who were in POW camp in Germany. Came to the United States with nothing in 1950. Through education and hard wok, managed to make it to an MBA and CPA.
This is a wonderful country. My values have not changed much over my lifetime. I continue to be optimistic for myself, family and country.
I'm a trend follower. I follow the long term trends. I also follow the advise of investors like Warren Buffett, Jim Rogers, Peter Schiff, David Morgan, and Ted Butler... I am heavily weighed in commodities (80% +/- 5% in commodities related stocks and ETFs). My overall outlook for commodities is bullish and my overall outlook for the US dollar is bearish, unless we revert to the gold and silver backed currency.. or a currency backed by a basket of commodities (energy, lumber, agriculture, basic and precious metals, etc.). As far as bullion goes, I have a ratio about 35% gold and 65% silver in terms of dollars, and approximately 1:110+ gold-silver ratio in terms of ounces. I am also invested in clean energy companies for the future trend favoring clean energy. I like Wind energy and Geothermal energy more than solar due to being able to deliver power more cost-efficiently. Hydro power, although considered clean, causes much more environmental destruction.
Disclosure: Long Gold & Silver Bullion, SLW, ERF, APWR, HTM, & (RYBIX, RYPMX, RYVIX)
I am a value investor to the greatest extent possible. I also favor dividend stocks. I try to be a buy-and-hold investor, but sometimes I can't avoid the tempation to ring the register or to accumulate the inevitable tax loss. The main thing I have learned is that I have lost more money by selling too soon than for any other reason. I reside in Henderson, NV.
Following my studies in Business, Law, and Economics at McGill University (B.Com., LL.B., B.C.L.) and Johns Hopkins University (M.A. in International Economics), I began practicing law. I have worked as a Public Interest Attorney for 10 years, helping Seniors seek justice in a society where they are often victimized because they are a vulnerable population.
Beginning in 2007, I became consumed with how our leaders were reacting to the crisis. The bailouts of private banks by an ideological free market Republican administration was a game-changing event for all of us. You don't have to be a financial genius to understand that you cannot have Capitalism without failure. Saving our severely compromised banking and financial structures meant a number of things:
1. A Republican administration had opted to privatize profits and socialize losses. The party of self-professed ideological free marketers had done a 100% capitulation as soon as they were confronted by a crisis. That is beyond inexcusable.
2. Our capitalist system was not going to be allowed to clear itself of failed institutions, failed leaders (private and public sector), and corruption throughout our political economy.
3. Our leaders could not be trusted to act in the best interest of their constituents. Rather, they had been co-opted by private interests and were putting us all at risk to save the wealthy and powerful from their own catastrophic legacies.
4. EVERYONE must now be on top of the macroeconomic realities that our leaders are creating for us. They are taking immense risks with our future.
5. The moral hazard created within our society - from the very highest level of banks that now know that they will be bailed out, to the most modest borrower who is being taught to believe that the gov't will step in to stop asset price declines - must be taken into consideration by all economic actors.
Fast forward 3 years and a Democratic administration has carried on the same compromised policies. In fact they have expanded them. The same people, in both the private sector and the public sector, are in place. The too big to fail banks are bigger and more entrenched than ever. The incentive systems that put us all at risk have not changed.
My mission is as follows:
1. To assess who (analysts, economists, journalists, etc.) can be trusted in terms of uncompromised analysis.
2. To read everything possible, with an eye to protecting US from THEM.
3. To share information, analysis, and conclusions with our community. Community is key.