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Rick Konrad

Rick Konrad has been a portfolio manager of institutional portfolios for 30 years. He is currently working with individuals rather than institutions, and finds this much more satisfying and rewarding. His greatest joy outside of his family is training young people to become better research analysts, portfolio managers, and financial planners.

Visit his site, Value Discipline

Rick Konrad's Latest Articles

Page 1 of 4

Looking Inside the New Ben Graham ETN Baskets
on Aug 18, 2008 about AA, ABC, ADI
What You Can - And Can't - Learn from Warren Buffett
on Jul 26, 2008 about BRK.A
Detecting Deteriorating Operating Margins and Increasing Capital Intensity
on Apr 21, 2008 about MMM
The Competitive Moat of Fiserv
on Apr 14, 2008 about FISV
MSC Industrial: Recurring, Predictable, Stable Revenues
on Apr 01, 2008 about MSM
Information Asymmetry and Bear Stearns
on Mar 16, 2008 about JPM, BSC
Semiconductor Capital Equipment: Beliefs, Perceptions and Reality
on Mar 13, 2008 about AMD, AMAT, ASML
Alleghany: An Exceptional Financial Stock
on Mar 10, 2008 about Y
Private Equity: Where Have all the Deals Gone?
on Nov 12, 2007
Cognizant and Accenture: The IT Sector Continues to Shine
on Nov 09, 2007 about ACN, CTSH
Rather Than Blame The Cow, Time To Blame The Cowboy
on Oct 08, 2007 about ING, C, CS
Government Involvement in Energy Investments: What's the Risk?
on Oct 02, 2007 about ECA, AVR, PEIX
Alan Greenspan Talks Housing
on Sep 17, 2007
How to Deal With the Current Crisis of Confidence in the Market
on Aug 17, 2007 about C, AIB, ADS
What's Behind Ecolab's Transformation From Soap to Services?
on Jul 16, 2007 about ECL
Pirate Capital and Angelica Corporation: What's Next?
on Jul 11, 2007 about AGL
Earnings Season: The Ogre-Creating Mouse Olympics
on Jul 11, 2007
Value Stocks or Growth Stocks: What's Your Investment Style?
on Jul 09, 2007
Why Homogeneous Thinking is Dangerous to Value Investors
on Jul 02, 2007
Rational Investors: There is Method to Their Madness
on Jul 02, 2007 about LM, EYE
Pace of Mergers and Acquisitions Expected to Continue
on Jul 01, 2007
Ecolab: It's Hard Not To Like This Company
on Jun 21, 2007 about ECL
Nuveen Takeover Makes Legg Mason and Federated Look Cheap
on Jun 21, 2007 about JNS, FII, JNC
Applied Industrial Technologies: Opportunity is Knocking
on Jun 11, 2007 about AIT
Advanced Medical Optics: In Need of Focus
on Jun 10, 2007 about EYE
CEO's Sense of Responsibility Bodes Well For Harman International
on Apr 26, 2007 about HAR
InterDigital Communications: A Fortress of Intellect
on Feb 12, 2007 about IDCC
3M Company: Misunderstood, Maligned and Marked Down
on Feb 03, 2007 about MMM
Is Cogent a 2007 Turnaround Candidate?
on Dec 27, 2006 about COGT
Why I'm Going Bananas For Chiquita Brands
on Dec 23, 2006 about CQB
FTD: Harvesting the Flowers to Grow the Weeds?
on Nov 01, 2006 about FTD
Yankee Candle: The Jewel That Got Away
on Oct 30, 2006 about YCC

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
The Macro View - Sample Seeking Alpha - The Macro View Market Outlook An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Oil Price Oil Below $75: Increased Chance of OPEC Production Cuts by Money Morning Oil Down 48% from Highs by Bespoke Investment Group Oil & Gas Headed Lower as Economy Strikes Consumers by Michael Filloon Economy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Investing Ideas - Sample Seeking Alpha - Investing Ideas Cramer's Picks Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham Long Ideas Utilities Beginning to Generate Interest for Longs by Joe Kunkle The Long Case for Encore Capital by Value Investor Insight 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan Two Global Infrastructure Investment Opportunities in ETFs by Investment U Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham Short Ideas Why Short Sellers Are the Heroes of Wall Street by Investment U Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger Email continues...
Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
Email continues...
Stocks & Sectors - Sample Seeking Alpha - Stocks & Sectors Internet eBay: Q3 Looks Good but Q4 Guidance Disappoints by Greg Feirman Is Google Feeling Lucky? by Sam Gustin Why Today Could Suck for Tech by Kevin Maney Media A Triple Financial Whammy Afflicts Newspapers by Ken Doctor Three Years On, Buying MySpace Looks Like One of Murdoch's Smartest Bets by Erick Schonfeld How Will Arbitron Fare in This Market? by Sreeni Meka Telecom Ten Ways to Invest in Louisiana by Stockerblog Earnings Preview: Electro-Optical Engineering by theflyonthewall.com Shared Docks Via WiFi All the Rage by Dean Bubley Financial Switzerland Strengthens Its Banks; Short Interest Remains Low by Jessica Johnson Reality Bites As Stocks Continue To Collapse by The Mole LIBOR Shows Worst Is Yet to Come for Credit Markets by Keith Fitz-Gerald Email continues...
Global Markets - Sample Seeking Alpha - Global Markets China An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy USANA Health Sciences Inc. Q3 2008 Earnings Call Transcript Perfect World Announces Share Repurchase Program by Trader Mark China: Hot Money Inflows Down, Nervousness Up by Michael Pettis India Indian Economy Has Much to Cheer About by Equitymaster India: RBI Cuts Cash Reserve Ratio by Equitymaster India: Markets Continue Downward by Equitymaster Japan Sanyo Enters Thin-Film Market, Goes Up Against Sharp by Greentech Media Asia Four International Dividend Stocks to Watch by David Hunkar Eastern Europe Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Alternative Energy Investing - Sample Seeking Alpha - Alternative Energy Alternative Energy Seven Stocks for an Impending Apocalypse by H.J. Huneycutt Solar Shares Under Pressure From Credit Crunch and Pricing by Eric Savitz Trina Solar Looks Good, Though Market Yawns by Trader Mark The Electric Car Market: Wise Energy Use Stocks by Tom Konrad Investing in the Power of the Sea
ETF Daily - Sample Seeking Alpha - ETF Daily Sector ETFs Too Early To Buy Homebuilders ETF by Larry MacDonald Utilities Beginning to Generate Interest for Longs by Joe Kunkle Two Global Infrastructure Investment Opportunities in ETFs by Investment U New ETFs First Trust Launches Infrastructure ETF with Global Reach by Index Universe Overview and Analysis of the Global Generic Drug Industry by Mike Havrilla Emerging Market ETFs Brazil Is the Best of BRIC by Carl T. Delfeld Playing the Market in Difficult Times by Jason Hamlin
The Daily Dispatch - Sample Seeking Alpha - Daily Dispatch Wall Street Breakfast Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby US Market An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Housing & Real Estate Too Early To Buy Homebuilders ETF by Larry MacDonald Another 'Root Cause' That Isn't: Tumbling Home Prices by Tim Iacono Transcripts TrueBlue, Inc. Q3 2008 Earnings Call Transcript Polycom, Inc. Q3 2008 Earnings Call Transcript ETF Too Early To Buy Homebuilders ETF by Larry MacDonald
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