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Berko

Dec 26, 2018

BERKO: A Think Tank’s Guaranteed Income or Pfizer?

Dear Mr. Berko: Palm Beach Research Group, a financial think tank in Florida, is offering a plan called FS2081. The folks there say it’s unknown to the public but guaranteed […]

Dec 23, 2018

BERKO: Is GoPro Stock a Go?

Dear Mr. Berko: GoPro looks like fun. Our neighbor’s son showed us photos for over an hour (a little too long) of his skiing trip, and some of the video […]

Dec 19, 2018

BERKO: McDonald’s Is All Good

Dear Mr. Berko: What are McDonald’s largest competitors? They’ve got to be what’s damaging McDonald’s revenues, which, according to Morningstar, have been declining every year since 2013. How can McDonald’s […]

Dec 13, 2018

BERKO: Investing in Mary Jane

Dear Mr. Berko: Three other people and I own a small company. We’ve been in business together for 14 years. We have a large 401(k) plan, in which we equally […]

Dec 12, 2018

BERKO: What to Do With GlaxoSmithKline and Geron Stock

Dear Mr. Berko: In 2007, I invested almost $10,000 in 165 shares of GlaxoSmithKline. The share price was $59 then. It hasn’t been $59 since. How can such a large, […]

Dec 7, 2018

BERKO: Fitbit Stock

Dear Mr. Berko: I’m going to buy my wife a $225 Fitbit watch for Christmas. I’m also looking at the stock, which sells for about $5 a share. Do you […]

Dec 4, 2018

BERKO: A Different Investment Philosophy

Dear Mr. Berko: This market frightens the heck out of me, and I’m scared my $263,000 individual retirement account will go up in smoke. I’m 42. Is there any way […]

Nov 29, 2018

BERKO: Time for an Adviser Switch

Dear Mr. Berko: Eighteen years ago, when my wife and I were 50, we sold our business for $4 million after taxes. We took $1.7 million in cash plus $110,000 […]

Nov 27, 2018

BERKO: Investing in British Banks

Dear Mr. Berko: Most American banks have recovered from the Great Recession. But banks in the United Kingdom have not. I have $30,000 to invest, and I’d thank you for […]

Nov 20, 2018

BERKO: Invest in Columbus McKinnon?

Dear Mr. Berko: My stockbroker wants me to buy 500 shares of Columbus McKinnon on margin. He tells me that an activist group, which he won’t name, may be interested […]

Nov 13, 2018

BERKO: College Education Not Worth It

Dear Mr. Berko: My husband and I are in our 30s and make about $87,000 a year. We have a 10-year-old son, and we want him to go to college […]

Nov 1, 2018

BERKO: Andeavor May Be Worth the Risk

Dear Mr. Berko: Please tell me what you can about Andeavor Logistics. Would this be a good stock to buy 200 shares of for a long-term hedge against inflation and […]

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