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  1. Outstanding Investments: Bargain Hunting in the Energy Patch • April 29, 2005

    Greetings from Baltimore. I am here, as I am once a month, to meet with Justice and other colleagues to share our ideas and thoughts. It's always worthwhile, and I certainly walk away with good ideas.

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  2. Outstanding Investments: Short and Sweet • April 27, 2005

    Greetings from Nevada. To those of you who e-mailed last week, thanks much for the feedback. You talk, I listen: This midweek update will show proof of that.

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  3. Outstanding Investments: Feeling Seasick Yet? • April 22, 2005

    Wow, what a week! Someone pass the Dramamine. Down 400… up 200… back down… my stomach has been churning all week. I have been watching the oil market, as well as the Dow, as I chew fistfuls of Rolaids.

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  4. Outstanding Investments: Dow Sings the Tax Day Blues • April 15, 2005

    After another topsy-turvy day, the Dow is taking its lumps and finishing out the week considerably lower. Crude oil got a relentless pounding too, falling over $8 in two weeks.

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  5. Outstanding Investments: Putting the Puzzle Together • April 14, 2005

    Greetings from Nevada. Plenty to cover this week (as usual). First, we will touch on a few key developments and put the puzzle pieces together.

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  6. Outstanding Investments: Bumping Along (Until Something Goes Wrong) • April 8, 2005

    Hey, everyone, from fabulous Las Vegas. What a week it's been -- it couldn't be a more exciting time to be in the resource markets.

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  7. Outstanding Investments: Could the Obviously Be Obviously Wrong? • April 6, 2005

    I prefer dealing with problems up front rather than beating around the bush, so we'll go straight to the ugly portion of this week's update, which can be summed up in three words: Corn Products Intl. (CPO: NYSE).

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  8. Moving Outstanding Investments Into the Future • April 1, 2005

    Hi, everyone! As you know, things have been getting better and better for the Outstanding Investments portfolio this year, with the energy markets blasting off and natural resources seeing higher demand than ever before.

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  9. Outstanding Investments: $105 Oil According to Goldman Sachs • April 1, 2005

    Greetings! My grandfather used to say, "If you live long enough, you will see everything." Yesterday, I got to put another notch in my belt. What kind of nonsense is going on in the energy markets?

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