Ted Kerr, Author at Ted Kerr

Why Shareholders Need to Pay Attention to Their Board of Directors

By Ted Kerr / October 1, 2021 April 15, 2022

We’ve known a CEO or two or three, actually many, who’ve made mistakes—catastrophic mistakes that cost people their jobs and 401(k)s. But then, that is why there are boards of directors—to safeguard shareholders from disastrous CEOs, hire good ones, guide strategy, and keep management from wrecking companies and decimating shareholder value. Right? As shareholders, that’s …

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For Thoughtful Investors, Diversification Doesn’t Make Sense

By Ted Kerr / August 29, 2021 April 15, 2022

“Diversification is a protection against ignorance. It makes very little sense for those who know what they’re doing.” Warren Buffett I’m reasonably certain Warren Buffett did not intend to disparage anyone with that quote. We’re taught at an early age “never to put all your eggs in one basket” because it makes perfect sense for …

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Investors Who Don’t Recognize Value are Missing Out Big Time

By Ted Kerr / July 29, 2021 April 15, 2022

A recent experience in Cancun got me thinking about how investing has changed over the years and how it has put the average investor at a disadvantage. I was sitting in a Starbucks when a little girl approached me. She couldn’t have been more than eight years old. Her arms were adorned with a couple …

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Why We Don’t Invest in International Stocks—Part Two

By Ted Kerr / July 15, 2021 April 15, 2022

It has been almost a year since we announced that we had divested our portfolio of its remaining exposure to international stocks. We explained the reason why in our August 2020 post, Why We Sold All Our International Funds—that it doesn’t make sense to take the additional risks of investing in international stocks in return for …

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Should We Be Bracing for Inflation? Keep Your Hat On

By Ted Kerr / July 13, 2021 April 15, 2022

With the recent spikes in the Consumer Price Index (CPI) and perceivable price increases at the gas pump and grocery checkout counters, there are mounting concerns over a resurgence of inflation. Interestingly, except for most of the baby boom generation, few people alive today have experienced real inflation, so several generations may not know what …

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The Market May Be Bubbling, but You Can Still Find Cheap Stocks

By Ted Kerr / July 2, 2021 April 15, 2022

With the stock market bubbling to new highs, investors are right to be skittish. While corporate profits are still growing, so are corporate valuations, which have never been higher. That raises the obvious question of whether now is a good time to be investing in the market. When you invest in stocks, you’re investing in …

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