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Andy Kern

Andy Kern is a PhD candidate at the Trulaske College of Business at the University of Missouri. His research interests are focused in the areas of bankruptcy and investments. He was formerly a principal and investment advisor representative a state-registered investment advisor in Missouri and is currently a managing member of Empirical Finance LLC. Mr. Kern has received widespread acclaim for the course he teaches at Trulaske called "The Investment Strategies of Warren Buffett" and has appeared in two CNBC documentaries about Warren Buffett. Mr. Kern also holds an MBA from the University of Missouri.

In addition to his personal blog, Berkshire Ruminations, Mr. Kern authors RBP Investing, the official blog of Transparent Value LLC and serves as a contributor to Empirical Finance Research, a blog highlighting practical academic research in finance.

Andy Kern's Latest Articles

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Merger Arbitrage Mania: Four Opportunities
on Nov 08, 2008 about HPC, CEG, BUD
Short Selling Is Not Evil
on Sep 22, 2008 about GS, LEH, AIG
Would Buffett Play a Role in InBev's Acquisition of BUD?
on Jun 20, 2008 about BUD, BRK.B
Apple Inc: Can It Be Done?
on Jun 01, 2008 about AAPL
Mixed Feelings About Wrigley Deal
on May 01, 2008 about WWY
Moral of Bear Stearns Debacle: Don't Buy What You Can't Understand
on Mar 26, 2008 about JPM, BSC
Two Classic Issues In Buffett's Letter: See's Candy, Derivatives
on Mar 06, 2008 about BRK.A
Are Stock Options At the Root of Executive Malfeasance?
on Feb 06, 2008 about BRK.A
Recession Looks Unavoidable
on Jan 31, 2008
Second-Guessing a Sears Position
on Jan 17, 2008 about SHLD
Decoding Market Expectations
on Jan 01, 2008 about GOOG
Rethinking Index Investing
on Dec 27, 2007 about SPY
What Makes Warren Buffett Successful?
on Nov 27, 2007 about BRK.A
A Google Reality Check
on Oct 24, 2007 about GOOG
Lessons From A Chaotic Market
on Aug 13, 2007 about AHM, WFC
Wesco Financial: A Good Berkshire Substitute
on Jul 20, 2007 about WSC
Chipotle Mexican Grill: Mispricing Persists
on Jun 25, 2007 about CMG
Should Warren Buffett Be Shown the Door? Not Yet
on Jun 11, 2007 about BRK.A
Value Investing: ROE, Rather Than P/E, Is the Crucial Ratio
on May 30, 2007
Ticker Symbol Confusion: One Company's News Can Affect Another's Stock
on May 21, 2007 about GGG
Growth Stocks for a Value Investor: Green Mountain Coffee Roasters, Chipotle Mexican Grill
on May 04, 2007 about GMCR, CMG
A Private Market Value Primer From Mario Gabelli
on Apr 27, 2007 about GBL, BRK.A
Dividend Recap Lacks Financial Meaning
on Mar 30, 2007 about SMG, DPZ, HMA
Dean Foods: Special Dividends Not a Good Signal
on Mar 29, 2007 about DF
What's So Special About Debt-Financed Dividends?
on Mar 28, 2007 about AMTD
Graco: The Not-So-Little Company That Could
on Feb 20, 2007 about GGG
Market Efficiency, Warren Buffett And Coach Stock
on Feb 08, 2007 about COH
There's a Reason There Is No Airline ETF
on Jan 18, 2007 about CAL, AMR, AAI
Sears' Lampert 'Just Says No' to Wall Street Convention
on Dec 28, 2006 about SHLD
Green Mountain Coffee Roasters: The Best Investment I Ever Made
on Dec 21, 2006 about GMCR
USG, Asbestos and Berkshire Hathaway
on Dec 04, 2006 about BRK.A, USG
Lampert May Turn Sears Into a Berkshire Hathaway
on Nov 17, 2006 about SHLD

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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...
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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.
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