Lisa is a stock analyst with nearly 25 years of investment research experience. She earned a MBA in Finance from the University of Chicago in 1987 and began her career in investment research that same year as part of the equity research team at Kemper Financial Services. In 1989, Lisa joined the Financial Relations Board, a large investor relations consulting firm, rising to the position of director of financial analysis.
During her tenure with FRB, Lisa was a consultant to Boston Market, MGI Pharma, Devon Energy and other Fortune 1000 companies. In 2000, Lisa left to become director of investor Relations for a NYSE-listed REIT, serving in that position until the REIT was acquired. Since then, Lisa has worked as a stock analyst for independent research firms, investment newsletters and financial websites.
Analyst Articles
Picking good stocks is only the first part of the formula for successful investing. The second part involves watching your portfolio for signs of trouble and culling stocks that become too risky. Two weeks ago, I listed three metrics I use to identify risky stocks. I’m always… Read More
For many investors, the past decade has been utterly forgettable. After all, the Dow Jones Industrial Average is back where it stood at the end of 1999. The Nasdaq is actually 40% lower than where it stood in the spring of 2000. This lousy backdrop for stocks seems to have… Read More
Looking at the current state of the economy, it looks like we’re heading into another year of very low interest rates and insultingly low yields for most bonds and certificates of deposit (… Read More
It’s become one of my favorite stocks. I like to call it my “no-brainer” investment for 2012. I’ve even selected it as one of my “Top 10 Stocks for 2012.” The company is buying back billions of its stock. It has raised dividends at a torrid pace over… Read More
In a recent article, I touched on several of the opportunities available to income investors in the energy industry. It just takes knowing where to look. You see, we recently discovered that more than half of the 21 best income stocks of the past decade come from the energy sector. Read More
If you’re like a lot of investors, then the eurozone crisis has you so spooked that you’ve trimmed way back on equities and now hold a lot of cash. This is not necessarily bad, especially if you’ll need the money to cover short-term obligations. But if you’re investing for something… Read More
Apple (Nasdaq: AAPL), Google (Nasdaq: GOOG) and Amazon.com (Nasdaq: AMZN) have emerged as the three most important players in the consumer technology landscape. These companies are so good at what they do (building deeply loyal customer bases and ever-rising revenue streams) that they may not even notice that they have… Read More
Target-date funds sound like they make retirement simple. Plunk one or more into your 401(k) or IRA account, choose a retirement date and watch your portfolio grow, bringing you to the financial nirvana every retiree craves. That’s the allure of a target-date retirement fund. Read More
Years ago, my dad and I were driving across his farm in his vintage Land Rover, which looks almost exactly like the one John Wayne used in the movie Hatari! The heavy-duty off-road tires were having a hard slog through the mud. Dad had cut across a recently plowed field… Read More
While their approval rating may be at some of the lowest levels ever, it’s financially a good time to be a member of Congress. Lawmakers’ $174,000 annual salary is more than three times the average American’s median income ($49,909), and the retirement and health benefits are… Read More
