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Talking Funds

Business / Taking Stock /

Dear Mr. Berko: My wife and I are engineers, and we're in our late 40s. In June 2015, you recommended a group of single-country exchange-traded funds, and we bought 800 shares of the iShares MSCI Italy Capped ETF at $15. It's now about $31, and our stockbroker wants us to sell this ETF and put the money in the Putnam Global Health Care Fund, ...Read more

Sell or Hold Yelp?

Business / Taking Stock /

Dear Mr. Berko: I bought 1,000 shares of Yelp last year at $28. Should I continue to hold the stock? -- PK, Erie, Pa.

Dear PK: "Yelp" is defined by Oxford Dictionaries, not Wall Street, as "a short, sharp cry, especially of pain or alarm."

Yelp (YELP-$42) came public in March 2012, offering 8.3 million shares at $15. The IPO was led by ...Read more

Medical Annuity Could Be Best Option for Investor With Cancer

Business / Taking Stock /

Dear Mr. Berko: I have cancer, and the prognosis is not good. I am 71 and might be able to live for another seven to eight years with proper care, which, as you know, is very costly. This cost is hard on my family and draining our income. I have $330,000 invested in the stock market (mostly blue chips), and the dividends earn me about $11,000 ...Read more

Advice About an Art Investment

Business / Taking Stock /

Dear Mr. Berko: I've been given the opportunity to invest in Treasure Investments Corp. by CEO Mark Russo. The investment consists of buying stock at 20 cents a share with a minimum investment of $25,000. The goal is to raise $10 million. The strategic plan is taking the company public in the fall of 2018 for $3 to $5 a share.

The pitch is ...Read more

Buy, Hold or Sell Flexion Therapeutics?

Business / Taking Stock /

Dear Mr. Berko: I have bad osteoarthritis in my knee and read about a new drug called Zilretta (not out yet), which is supposed to bring lasting relief. It's made by a small biotech firm, called Flexion Therapeutics. Last March, my stockbroker told me that Flexion was going to be bought out by a French drug company named Sanofi. So I bought 1,...Read more

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