Kate Stalter is an investment advisor at Portfolio LLC. She is based in Santa Fe, New Mexico. Previously, she edited the "Low Priced Leaders" newsletter at TFNN.com and hosted Tiger Financial News Network's "Small Cap Roundup" radio show. She has been a stock-market columnist and video host at MoneyShow.com and currently writes for Morningstar Advisor magazine. From 2001 until 2010 she was a seminar instructor and market writer with Investor's Business Daily. She received her MBA from the Kellogg School of Management at Northwestern University.
| May 02, 2013
| 7:48 AM EDT
While everybody wrings their hands about whether or not to sell in May -- and when exactly to sell -- managers with a lo...
| Apr 29, 2013 | 9:00 AM EDT
Hertz is just on the verge of driving into large-cap land.
| Apr 26, 2013 | 6:00 PM EDT
Here are two quality names in the sector to watch for a pullback.
| Apr 25, 2013 | 12:00 PM EDT
You may not want to buy a soaring stock, but you shouldn't disqualify it either.
| Apr 24, 2013
| 12:31 PM EDT
We initiated a position in ORCL this week, as the stock appears to be settling down near its 200-day line. Although it g...
| Apr 22, 2013 | 11:00 AM EDT
Beware of cramming all your funds in one basket.
| Apr 19, 2013 | 1:47 PM EDT
Let's take a good look at other members of this space -- an insurer and a transaction processor.
| Apr 18, 2013
| 10:45 AM EDT
Adjusting my outlook on one of our holdings, VMware (VMW).
Last quarter, the company missed EPS views ($1.76 vs. $1.90)....
| Apr 18, 2013 | 10:30 AM EDT
A good, hard look at our holdings suggests caution around AT&T, and that AutoZone still appears buyable.
| Apr 16, 2013
| 10:05 AM EDT
Following up on Jim's column on "The China Decline" - one of the holdings in our client portfolios is DGS, Wisdom Tree's...