Russ Kaplan

Russ Kaplan is an investment adviser representative for Russ Kaplan Investments, Inc. The partnership was started in 1983. Mr. Kaplan received his Bachelor and Masters of Arts Degrees from the University of Iowa and his MBA from the University of Nebraska at Lincoln. He also holds a Masters Degree in Sociology from the University of Iowa. As adjunct faculty at the University of Nebraska at Omaha and Metropolitan Community College, Mr. Kaplan has taught students about economics, finance and investments. Mr. Kaplan purchases shares of companies as if he was buying the entire company, and aims to hold a company for a long period of time.

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Caterpillar (CAT)

This machine manufacturer’s dividend is more than twice that of the average S&P 500 company. While the industry continues to be under pressure, the stock is up since the January recommendation, and pays a current dividend yield of 4.06%, paid quarterly. Caterpillar (CAT) From Adviser At...
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Apple (AAPL)

Two analysts have increased their 2016 EPS forecasts for this Top Pick in the past 30 days. Apple (AAPL) From Heartland Adviser At the end of 2015 I was asked by the Dick Davis to choose my favorite stock for 2016. The stock I chose Apple...
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McDonald’s (MCD)

This global fast-food restaurant beat estimates by eight cents last quarter, and nine analysts have increased their earnings forecasts in the past 30 days. The shares have a current dividend yield of 2.79%, paid quarterly. McDonald’s (MCD) From Heartland Adviser Let’s spring right into the weather...
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Caterpillar (CAT)

This heavy equipment company is a buy for the dividend which currently yields 4.53%, and is paid quarterly. Caterpillar (CAT) From Heartland Adviser For those looking for income, what would you prefer, a ten year treasury paying 2.2% or an ultra-safe stock like Caterpillar (CAT) pays...
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Apple (AAPL)

This global tech company beat estimates by eight cents in its latest quarter. During the fourth quarter, both Pacific Crest and Maxim Group upgraded their ratings on the stock to ‘Overweight’ and ‘Buy’, respectively. Apple (AAPL) From Heartland Adviser When it comes to Apple (AAPL), is...
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Deere & Company (DE)

This global equipment manufacturer beat earnings by $0.33 last quarter, and 14 analysts have increased their forecasts in the past 30 days. The company has a current dividend yield of 3.03%, paid quarterly. Deere & Company (DE) From Heartland Adviser Deere & Company (DE) analysts have again...
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Reliance Steel (RS)

This steel maker beat analysts’ estimates by 14 cents last quarter and eight analysts have increased their 2016 earnings forecasts in the past 30 days. The shares have a current dividend yield of 2.95%, paid quarterly. Reliance Steel (RS) From Heartland Adviser Our newest recommendation, Reliance (RS),...
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Heartland Adviser

Russ Kaplan Investment, Inc. produces a monthly newsletter called the Heartland Advisor. Each month, Mr. Kaplan discusses the various trends he observes in the Stock Market. Additionally, he provides the monthly activity regarding the company’s Model Portfolio. In each issue, he highlights any additions...
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Wal-Mart Stores (WMT)

from Heartland Adviser Wal-Mart Stores (WMT) has super stores and its spin-off, Sam’s Discount Stores, in almost all countries. New and smaller neighborhood stores have also been very successful. Investors today are now worried that Wal-Mart will be eclipsed by Amazon, which sells of...
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Wal-Mart Stores (WMT)

This giant retailer’s stock was just touted by Morningstar, whose analyst said: “The company's smaller-store and e-commerce efforts could bear fruit, but the company's scale—the source of its moat—should continue to allow it to deliver on its four key business pillars of operating less,...
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Exxon-Mobil (XOM)

Low oil prices have discounted the stock price of this oil giant. Exxon-Mobil (XOM) from The Heartland Adviser At the beginning of the year I chose Exxon Mobil (XOM) as my top stock pick. The company was my choice in January because Exxon is a Value Line company...
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