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  1. Steel Mills and Thoughts on the U.S. Investment Climate • January 28, 2009

    Watch your e-mail later today for the new monthly OI issue. The investment idea is a strong gold miner growing by internal expansion. It's an investment that's suitable for the inflationary times coming down the track.

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  2. Tips From an Obama Insider on the Next 2 Years • January 21, 2009

    The Inauguration is over. It's PRESIDENT Obama now. So let's get back to work. My plan was to do more portfolio updates. But huh? You didn't get enough? You still want to talk about yesterday's festivities?

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  3. Portfolio Review — Down Stocks and Dividends • January 14, 2009

    It seems like the stock markets are mirroring the January weather. It's cold, gray, frozen and almost lifeless out there. So where do you go from here? As a general rule, beware of value traps. That is, don't just buy shares for the sake of buying.

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  4. Burning the Thorns of 2008, and an Update on NovaGold • January 5, 2009

    I'm going to discuss some good news about NovaGold Resources Inc. (NG: AMEX) later in this note. But first, I want to share something with you. Awhile back, I wrote an article in which I mentioned that I live in a leafy suburb of Pittsburgh.

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  5. This Great American Company Sold George Washington the Cannonballs for His Revolutionary Army • January 1, 2009

    ave you ever been to Pompton Lakes, N.J.? It's a small town of not quite three square miles in Passaic County about 25 miles northwest of New York City. Today, Pompton Lakes is a bedroom suburb, population about 10,640, more or less.

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