Three Stooge Group in the Windy City

Photo Credit: twm1340 via Compfight cc

It’s that time of year. It’s in the air. You might even say it’s in the wind.

Whether we wrap the theme around March Madness or simply the advent of educational event season, we spent the weekend in Chicago at an investing conference developed and delivered by a coalition of local investment education volunteers. The Chicagoland Investment Conference was well done and kudos to the team. Ken Kavula and I are honored to be invited and included in the festivities.

Howard “Bunny” Mack. Photo Credit: Deb Severson

Speaking of madness, I’m not sure we can take the master of ceremonies (Howard Mack, President – Chicagoland Chapter) all too seriously when he’s trotting around wearing Trix rabbit ears (General Mills presented at the event) while channeling Playboy bunnies and referring to the closing Stock Talk panel participants as “Three Stooges” but he did. Seriously, the crowd seemed to enjoy the banter and discussions as Ken Kavula, Mark Robertson and Doug Gerlach shared some thoughts and stock study ideas to take home.

Ken Kavula reminded the audience of successful selections made at one of the inaugural Stock Talk panels at the Chicago National Convention for NAIC held in Schaumburg a few years ago. See BINC Stock Talk 2008

Most of all, this Stock Talk panel reminds and underscores why-we-gather and emphasizes the power of what-we-do gathered in community, sharing and exploring investment ideas.

Doug Gerlach, Ken Kavula and Mark Robertson. Photo Credit: Deb Severson

Ken’s suggestions for the audience included Mesa Labs (MLAB), NIC (EGOV) and  Aerovironment (AVAV). EGOV innovatively pursues IT projects for predominantly state (and local) government agencies — seeking to optimize and improve things like making it easier to drive away with a new driver’s license.

Doug’s study roll call included Echo Global Logistics (ECHO), Yandex (YNDX) and SodaStream (SODA) — and yes, he tied sulzer bottles into the Stooge theme. His final selection was Mistras Group (MG), a worthy engineering & construction company to study.

Any study of ECHO might also include: CH Robinson (CHRW) and Expeditor’s (EXPD).

Mark’s selections included Qualcomm (QCOM) courtesy of Houston’s Anne Manning and the Mid-Michigan Round Table (our monthly stock discovery webcast), AFLAC (AFL) and the hospitalization of the duck … and a nudge to study Cognizant Technology (CTSH) and to explore the other candidates in our Ivory Soap Stock Screen.

At the end of the day, Howard removed the rabbit ears (probably went home and tried to see if they improved his TV reception) and can rest assured that he, Dean Hartley and their Chicago team favorably affected the investing future of at least one person several times over.

One thought on “Three Stooge Group in the Windy City

  1. Mark, I took some pix for Howard at the event. Send me your email and I’ll send you “The Three Stooges”!

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