Oct 29, 2018

BERKO: Uber and Zoetis

Dear Mr. Berko: My stockbroker insists that Uber, which is valued at $120 billion, will come public in the second quarter of 2019. He doesn’t have a price yet but […]

Oct 26, 2018

BERKO: Capitalism should be taught

Dear Mr. Berko: I don’t need advice, but I feel I have to tell you of an experience that I was not prepared for. In 2008, my employer sold his […]

Oct 23, 2018

BERKO: 3 Unknown Stocks Explained

Dear Mr. Berko: When our father passed away about a year ago, he left my sister and me eight stocks. We have decided to keep the five utility stocks and […]

Oct 19, 2018

BERKO: The Rule of 72

Dear Mr. Berko: Could you please explain how the rule of 72 works for growing the principal and income value in a stock portfolio? I’ve been out of college for […]

Oct 18, 2018

BERKO: Ol’ Dominion

Dear Mr. Berko: Back in the middle of 2014, I wrote and asked you to recommend a good utility stock for my 77-year-old mother. Mom had a $13,000 certificate of […]

Oct 17, 2018

BERKO: Chicago bonds

Dear Mr. Berko: I’m an 86-year-old retired steelworker. I am in good health and receive substantial retirement benefits. I’ve put three kids through college and been married for 62 years, […]

Oct 8, 2018

BERKO: Broker Gives a Bad Telecom Recommendation

Dear Mr. Berko: My partner and I seek long-term growth in conservative blue chip stocks. We are both gainfully employed in sales, and together we earn nearly $175,000 annually. After […]

Oct 5, 2018

BERKO: Big Gains and a New Broker

Dear Mr. Berko: We bought 1,000 shares of Torchmark at $14, and after two splits, we’ve got 2,250 shares worth $88 each. We bought 1,000 shares of Universal Display at […]

Oct 2, 2018

BERKO: A Young Man in Debt

Dear Mr. Berko: Last year, our handsome 31-year-old son finished his bachelor’s degree from the University of Florida with a specialty in biology and ecology. We’re so proud of him! […]

Sep 27, 2018

BERKO: Movers of Earth

Dear Mr. Berko: I’m an officer at Naval Air Station Pensacola, where a group of us reads and discusses your column each week. Early this year, you wrote an interesting […]

Sep 26, 2018

BERKO: ‘Free Cash Flow’ Explained and Investing in CenturyLink

Dear Mr. Berko: In 2011, I asked you about investing in CenturyLink because I needed the income. You wrote me: “Don’t buy that junk. It has nowhere to go but […]

Sep 20, 2018

BERKO: An artful investment

I have an opportunity to buy a $250,000 half-unit in a multiunit art-related limited partnership. A friend will buy the other half. The partnership will buy very expensive old masterpieces, […]

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