Contributors
Mr. Inger’s career began at a major Wall Street firm, where his selections easily outperformed others. Leaving New York, he anchored KWHY-TV in Los Angeles, the Nation’s first financial television station, and later began portfolio management, the Inger Letter and new financial television programs in several cities, including San Francisco, Ft. Lauderdale and his own station in New York/New Jersey. His West & East Coast Stock Market Today shows later became FNN affiliates, which merged into CNBC. Now retired from portfolio management, Mr. Inger publishes his popular Internet Daily Briefing commentary and updates its companion, MarketCast, several times daily. He has been quoted over the years in Barron’s, The Wall Street Journal, Investor’s Business Daily, major papers, financial sites and radio programs. He’s been a guest on CNN, PBS and was one of the original CNBC market mavens. As financial television matured, Mr. Inger also pioneered internet text and audio market analysis, and initiated an audio-video ‘technical corner’ perspective within the Daily Briefing.
Todd Johnson’s passion, which he has realized through DividendLab, is helping people make the best investments. He analyzes companies’ financial statements, as well as other market research, to asset investors in making good decisions in the market. In fact, he doesn’t make any investment recommendations without committing some of his own funds, the purest form of accountability. Johnson’s interest in investing began after he moved from Denver (where he received a MBA from Regis University) to Seattle, where future stock behemoths such as Microsoft, Starbucks, Coinstar, and Amazon were growing, the beginning of his journey into absolute return investing. As an investor, Johnson concentrates on spin-off, high-yield trusts, micro-capitalization stocks, warrant offerings, closed-end funds, and hedging. Currently, Todd is helping other investors by sharing his strategies and knowledge of absolute investment through his online publications (found on Seekingalpha.com) and his management of DividendLab.
Ken Kam, founder and CEO of Marketocracy has more than 20 years of investment experience and holds a B.S. degree in finance from Santa Clara University and an M.B.A. from Stanford University. Prior to building Marketocracy, Kam was the co-founder of a medical device company, Novoste Corporation, successfully developing and selling an FDA approved cardiac catheter. He then co-founded and become CEO of Firsthand Funds where he was co-portfolio manager of the Firsthand Technology Value Fund.
Russ Kaplan is an investment adviser representative for Russ Kaplan Investments, Inc. The partnership was started in 1983. 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. As adjunct faculty at the University of Nebraska at Omaha and Metropolitan Community College, Mr. Kaplan has taught students about economics, finance and investments. Mr. Kaplan purchases shares of companies as if he was buying the entire company, and aims to hold a company for a long period of time.
Bruce Kaser has more than 25 years of value investing experience in managing institutional portfolios, mutual funds and private client accounts. He has led two successful investment platform turnarounds, co-founded an investment management firm, and was principal of a $3 billion (AUM) employee-owned investment management company.
Brian has enjoyed a long career in newsletter publishing and has
Jason Kelly is the author of nine books including The Neatest Little Guide to Stock Market Investing, a BusinessWeek best seller soon to be in its 2013 edition, and his newest title, Stock Market Contest. He also publishes The Kelly Letter, a curiously readable weekly investment advisory. Mr. Kelly graduated from the University of Colorado in 1993 with a BA in English and worked as a technical writer at IBM at its Silicon Valley Laboratory in San Jose, California. Mr. Kelly currently lives in Sano, Japan, northwest of Tokyo.
CoolcatReport.com publisher, Kevin Kennedy—a veteran of more than 20 years in newspaper journalism and the former mayor of his hometown—was used to trying to find answers to vexing questions when he began working to solve one of the biggest mysteries of all in the mid-1990s: what makes stocks go up in price? Early on in his quest, Mr. Kennedy was introduced to the ideas of William O’Neil, the publisher of Investor’s Business Daily and author of “How to Make Money in Stocks,” in which he details his CANSLIM approach to investing. As a numbers junkie, Mr. Kennedy found the statistics in IBD fascinating and set out to work on developing statistical ideas that could produce winners. Kennedy found the CANSLIM approach wanting in some respects, but relied heavily on its basic tenets of investing during strong market conditions and using research to isolate the characteristics found in winning stocks. Kevin Kennedy is also a publisher of The Coolcat ETF Report, The Coolcat Total Stock Market Report, and the The Coolcat Technology Plus Report.
A true insider in the energy markets, Keith’s research has helped thousands of investors capitalize off the rapidly changing face of energy. Keith is one of the only financial reporters around who’s actually visited Alberta’s remote tar sands region to personally meet every major player in the booming Canadian oil operation.
Hilary Kramer is an investment analyst and portfolio manager with 30 years of experience on Wall Street. The Financial Times describes Ms. Kramer as “A one-woman financial investment powerhouse” and The Economist distinguishes her as “one of the best-known investors in America”. Ms. Kramer is often quoted in publications such as the Wall Street Journal, New York Post, Bloomberg, and Reuters. She is a frequent guest commentator on CNBC, CBS, Fox News and Bloomberg, providing investment insight and economic analysis.
Konrad J. Kuhn is the recipient of the 2011 National Small Public Company Leadership Council Annual Award, and is a co-founder and chairperson of Independent Group Home Living, Inc. (IGHL). As editor and publisher of The KonLin Letter, a subscriber-based monthly published by KonLin Research & Analysis Corp. since 1982, Kuhn is a leading analyst who picks low-priced stocks with significant profit-making potential.
Alan B. Lancz is a director of research at LanczGlobal LLC, an independent investment research firm. For three decades Mr. Lancz and his research team have been the source for risk management and “outside the box” insights especially during volatile global markets. These insights have been published in prestigious papers throughout the world including The Wall Street Journal, Barron’s, The New York Times, CNBC, BBC, Nightly Business Report and Bloomberg among others. Mr. Lancz also is president of Alan B. Lancz & Associates, Inc. a fee-based registered investment advisory firm that operates separately from LanczGlobal LLC.
Mike Larson is a senior analyst at Weiss Ratings, as well as the editor of Weiss’ Safe Money Report and Under-the-Radar Stocks newsletters. Mike joined Weiss in 2001, where he has served as an analyst, editor, trader, and writer during his 17-year career. His areas of focus include domestic and global interest rates, commercial and residential real estate, financial stocks, central bank policy, and related markets. Mr. Larson has also been a frequent guest on CNBC, CNN, Bloomberg, and the Fox Business Network.
Tyler Laundon is chief analyst of the limited-subscription advisory, Cabot Small-Cap Confidential and grand slam advisory Cabot Early Opportunities. He has spent his entire career managing, consulting and analyzing start-up and small-cap companies. His hands-on experience has taught Tyler that the development of a superior business model is the biggest factor in determining a company’s long-term success. Accordingly, his research focuses on assessing the viability of management’s growth strategies, trends in addressable markets and achievement of major developmental milestones.
As Chairman and Chief Investment Officer of Leeb Capital Management, a registered investment advisor, Dr. Stephen Leeb has been managing big cap growth portfolios since 1999. Over the last decade, his independently-verified performance record has been ranked in the top 5% among peers according to Informa’s PSN manager database. Dr. Leeb is also founder of the Leeb Group, which publishes financial newsletters including The Complete Investor, Leeb’s Income Performance Letter, Leeb’s Real World Investing e-letter, Leeb’s Aggressive Trader, Leeb’s Million Dollar Portfolio and Leeb’s ETF World Alert e-letter. His total readership exceeds 250,000. Dr. Leeb earned his Bachelor’s degree in Economics from the University of Pennsylvania’s Wharton School of Business. He then completed both a Master’s degree in Mathematics and a Ph.D. in Psychology at the University of Illinois.
Founder and President of Income Securities Advisors, Inc. Mr. Lehman founded the Bond Investors Association (BIA) in 1983 as an information organization for individual bondholders. ISA is the successor to BIA. He has authored numerous articles on bonds and fixed income investing both in financial column and book form. He is currently a regular columnist on fixed income investing with Forbes Magazine. He has taught finance and accounting in the MBA program at Barry University in Miami and has spoken at numerous investment seminars. Mr. Lehmann holds an MBA from Columbia University, is a CPA and a registered investment advisor.
Vivian Lewis is editor and founder of Global-Investing.com, the daily blog newsletter for Americans and others seeking to internationalize their portfolios. She brings unique experience and competences to the business of picking foreign stocks. After graduating from Harvard magna cum laude, Vivian lived 18 years in Europe where she worked as a financial journalist. Back in the U.S. in 1989, she decided that retail investors managing their own portfolios deserved the kind of information she had been digging up for mutual fund and pension fund managers, so she started Global Investing. It covers the American Depositary Receipt market, where now some 2,500 shares can be bought, and Canadian stocks. Apart from ADRs, Global Investing also covers yield instruments like yankee bonds and foreign preferred stocks. And for start-up global investors, the newsletter recommends closed-end and exchange-traded funds outside the U.S.
Mr. Lucek has pursued an illustrious career in the financial industry, including Director of Research and equity manager for TheStreet Ratings. Vice President and Senior Analyst for Decision Economics Investment Research, and Research Analyst for Boston Private Value Investors. He holds a Bachelor’s degree in economics from Boston College and a Masters of Business Administration from HEC School of Management in France.
Timothy Lutts is Chairman Emeritus of Cabot Wealth Network, leading a dedicated team of professionals who serve individual investors with high-quality investment advice based on time-tested Cabot systems.
Chloe Lutts Jensen is the third generation of the Lutts family to join the family business. Prior to joining Cabot, Chloe worked as a financial reporter covering fixed income markets at Debtwire, a division of the Financial Times, and at Institutional Investor. At Cabot, she is a contributor to Cabot Wealth Daily.
A born and raised Chicagoan, John Lyke has a bachelor’s degree in mechanical engineering from the University of Illinois. After a 21-year career as an AT&T Bell Laboratory research engineer, John started writing and editing The Lyke Report newsletter.
Neil Macneale III is the major stock holder of Neil Macneale, Inc, the owner of the 2 for 1 Index® and the publisher of 2 for 1®, the stock split newsletter. He lives with his wife in Menlo Park, California in the house they bought 41 years ago. Born and raised in Cincinnati, Ohio, Macneale came to California to go to Stanford and never looked back. After graduating with a degree in Political Science, then serving for two+ years in the VISTA program, Macneale went into the construction business as a general contractor, field superintendent, and then home inspector. In 1996 Macneale qualified with the SEC and the State of California as a Registered Investment Advisor and began writing the 2 for 1 Stock Split Newsletter. In 2014, Macneale licensed the 2 for 1 Index to USCF Advisers for their use in the management of their Stock Split Index Fund (NYSE: TOFR). The 2 for 1 Index and newsletter now take up about half his time, with the rest spent buying and fixing up old houses “just for fun”.
Jon Markman, editor of Tech Trend Trader, is the only financial analyst we’ve ever known who has BOTH a proven ability to help make investors millions AND has received the world’s most prestigious awards for writing about it. For the evidence, just consider his unusual credentials: * Inventor of the first-ever online stock screening system — Microsoft’s renowned StockScouter. * Founding Managing Editor of MSN Money. * Winner of the Loeb Award, the most prestigious honor in business journalism. * Winner of two Pulitzer Prizes (as part of a team). * Author of the world’s first bestselling book about online investing, introducing millions to a world that has now become so familiar to us all. * Former hedge fund manager who has spent the past 25+ years helping everyday investors profit with technology stocks. And most important … * Co-creator of the model used exclusively in Tech Trend Trader, which could have helped investors transform $10,000 into more than $2 million since the year 2000.