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Meet Our Team

 

Our longevity in the investment-advisory business is not the only factor that sets us apart from the competition. Indeed, the newsletter industry is often regarded as a "cottage industry," where a single person is the entire research, editorial, customer service, and production department rolled into one.

 

That is not the case at Dow Theory Forecasts. Our depth runs throughout the entire organization, from our experienced research team to our customer-service department. Indeed, since all of our operations are done in-house - from opening the subscribers' mail and keeping subscription records to typesetting and mailing the newsletter - our ability to serve you is unparalleled in the industry.

 

Higher-quality people provide higher-quality advice. That is why Dow Theory Forecasts employs analysts with strong academic and professional backgrounds. Below is some background information on the people responsible for Dow Theory Forecasts.

 

Richard MoroneyEditor, Vice President
Richard Moroney, CFA

First year at company: 1989
Undergraduate education: B.S. (journalism/economics) from Northwestern University, 1989
Graduate education: M.B.A. (finance/accounting) from University of Chicago, 1996
Chartered Financial Analyst designation: granted 1992

 

 

 

 


Bob Sweet
Managing Editor, Dow Theory Forecasts
Bob Sweet, CFA

First year at company: 1999
Undergraduate education: B.S. (journalism/English) from Northwestern University, 1991
Chartered Financial Analyst designation: granted 2003

 

 

 

 

 


Charles Carlson
Contributing Editor
Charles Carlson, CFA

First year at company: 1982
Undergraduate education: B.S. (journalism) from Northwestern University, 1982
Graduate education: M.B.A. (finance) from University of Chicago, 1993
Chartered Financial Analyst designation: granted 1986

 

 

 


David Wright
Analyst
David Wright, CFA

First year at company: 1997
Undergraduate education: B.A. (economics) from Indiana University, 1990
Graduate education: M.B.A. (finance) from DePaul University, 1995
Chartered Financial Analyst designation: granted 2001

 

 

 

 

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Current Issue

Monday, May 12, 2008

Once upon a time, dividends were more important than capital gains …

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Stock Spotlight

For long-term health, try dose of Walgreen

Wednesday, May 14, 2008

Shares of Walgreen ($36; NYSE: WAG) have come under pressure in recent months, reflecting a slowdown in sales because of a weakening economy and intensifying competition. However, Walgreen’s long-term prospects remain appealing, and the stock is attractively valued. Walgreen is a...

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Current Hotline

Wednesday, May 14, 2008

The major averages have been choppy but remain near recent highs, with continued strength in the energy, industrials, materials, and technology…

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