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
On Tuesday, my colleague David Sterman proclaimed the end of the bond rally. In effect, his main point is that while bonds have been a source of safety recently (while also performing very well), there’s just not that much upside left… Read More
Whenever I hear the term “buggy whip,” I think of Homer Simpson’s boss, Charles Montgomery Burns, the billionaire character in “The Simpsons” whose quirks lampoon the attitudes of the robber baron class of America’s Gilded Age. One of my favorite bits in the cartoon is when some of Mr. Burns’… Read More
Whenever you see the markets slump badly, you need to look at the other side of the coin. You should ask yourself, “What investments can actually prosper from a darkening economic outlook?” Well, we know that bonds rally sharply. For example, the iShares Barclays… Read More
Your portfolio isn’t the only one that’s taking a beating right now… U.S. equities across the board have sold-off in the past month. The S&P 500 fell 9% in May alone. This kind of volatility makes it hard for income investors to navigate the… Read More
The grand sum of $1.4 trillion is a remarkably large number, no matter how you slice it. It’s so large that it can single-handedly impact the direction of the stock market. And thanks to recent events, it is a number you should be thinking… Read More
I’ve found a situation that would make any business owner salivate… Trust me, it doesn’t happen often. Cutthroat competition and other factors usually prevent it. But when an opportunity like this arises, companies (and their stockholders) can rake in extraordinary gains while it lasts. Read More
One way to earn large profits in the stock market is by discovering and playing the macro trends in the economy. Think of the Internet revolution and the billions that were… Read More
About a month ago, I told you about a company that could potentially spell the death of the gasoline engine as we know it. That’s good news for drivers — who have been feeling it at the pump lately — but it’s even better news for investors who can remain… Read More
Shareholder activists hate to see a company with too much cash. They rattle cages in hopes of getting a company to issue a one-time hefty dividend, or make some other bold move that can shake up a stock. But many companies simply refuse… Read More
The current market is a stock-picker’s nightmare. Despite a positive, though slightly uninspiring economic environment in the United States and still fairly strong growth in the emerging world, asset prices are trading on one thing these days…… Read More
