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  1. Reflections from Vancouver • July 22, 2009

    Dear Outstanding Investments Reader: I’m in Vancouver for the 10th Agora Financial Investment Symposium.  It’s great to see and talk with so many OI subscribers and readers.  The OI crowd makes for quite a spectrum of age and diversity.  A couple common themes, though, are peoples’ desire to understand what’s going on out in the economy, [...]

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  2. BLACK GOLD OF THE NORTH SEA … How a Dutch Discovery in 1959 Made Norway Rich and Is Still Helping Us Profit • July 15, 2009

    Download PDF “It’s only gas,” said the geologists. And wow, were they ever frustrated… The year was 1959. The geologists were in the Netherlands, near a small town named Groningen, at the southern edge of the North Sea. They worked for Shell and Esso (now Exxon Mobil) and were drilling a well. Instead of oil, however, the [...]

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  3. Special Update: Sell Recommendations • July 14, 2009

    Dear Outstanding Investments Reader: Last week, I wrote, “I’m not issuing any official OI sell recommendations in this e-mail update.” Then I added, “But if you have gains in your holdings, now is the time to sell and book ‘em. Even if you’re down a little bit, you should consider absorbing a small loss and avoiding [...]

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  4. Market & Portfolio Comments • July 9, 2009

    Dear Outstanding Investments Reader: I hope you had a good Independence Day holiday this past weekend. I was with family and friends, canoeing on a lake in northwestern Pennsylvania. The region is an area of terminal moraines, which are long hills made of rock, sand and other till deposited at the edge of retreating glaciers toward [...]

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  5. Midyear Musings and Portfolio Review • July 2, 2009

    Updates: REP, IAG, AU, AEM, HL, NG, KOT, ATI, ABB, GE, TK Dear Outstanding Investments Reader: Yikes, it’s July already. You’re probably gearing up for the long Independence Day weekend. It’s hard to believe that half the year is behind us. What a roller coaster, huh? Let’s discuss some broad issues, and I’ll review some of the [...]

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