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Recent Advice on JEC

February 8, 2010
Nuclear stocks have enjoyed a brief renaissance over the last couple of weeks thanks to the 2011 White House Budget, which provides for $36 billion in new DOE and government loan guarantees for the construction of new nuclear plants.

November 16, 2009
With the billions of federal stimulus dollars up for grabs, we took a close up look at the types of infrastructure projects benefiting the most and the companies winning and losing as a result.

October 22, 2009
My Top Stocks for 2009 have fared well, along with the rest of the market so far this year. Here is an update on how these top 10 stocks are performing and what to do with them now.

August 3, 2009
In a period of historical volatility and uncertainty, focusing on positive returns instead of maximizing returns allows investors to sleep better at night without sacrificing appreciation. In fact, by diligently owning stocks that are undervalued and selling stocks that are overvalued, returns can be spectacular. Here then is an update on my Stocks to Buy as of the halfway point in the year.

April 9, 2009
The first-quarter performance of my Top 10 Stocks for 2009 was quite impressive. An equal investment in each would have resulted in a portfolio that is outperforming the market by nearly 500 basis points. That is a huge result considering the negative bias in the market. The question is where do those stocks go from here?

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