Volatility Can Mean Profits in Second Half
Dated July 21, 2008
Bill Greiner, UMB Asset Management
Expect a "fitful" second half of the year according to Bill Greiner, Chief Investment Officer of UMB Asset Management. To profit in these tough markets Bill is focused on what he calls the "Consumerization of Sub-Asia". The growing ???consumer-class??? in Asia will benefit companies like Johnson & Johnson [NYSE:JNJ], as people demand proper medical supplies, and General Electric [NYSE:GE], as demand for power generation equipment increases. As for US financials, Bill Greiner has identified a few hidden gems that have not yet been "tarred and feathered", like the rest of the sector; Northern Trust [NASDAQ:NTRS] and State Street Capital [NYSE:STT].

Three Small Caps Leading HHBUX Higher
Dated July 18, 2008
David Lundgren, Jr., Horizon Hancock Investments
David Lundgren is the Director of Equities and Research Hancock Horizon Investments and Portfolio Manager of the very successful Hancock Horizon Burkenroad Fund [HHBUX]. The Burkenoad fund invests only in small cap companies in the deep-south and that means the fund is currently overweight in energy. David shared three of his favorite diversified winners; Gulf Island Fabrication [NASDAQ:GIFI], Hibbett Sports [NASDAQ:HIBB], IderiaBank Corp. [NASDAQ:IBKC].

Two Coal Stocks to Buy on Weakness
Dated July 15, 2008
Two Coal Stocks to Buy on Weakness, Professional Timing Service
If you have not participated in the meteoric rise of energy commodities, Curtis Hesler of Professional Timing Service cautions starting any new positions. However, if you need to buy into the energy sector, Curt recommends buying these two coal stocks on any weakness; Fording Coal [NYSE:FDG] and Alliance Resource [NASDAQ:ARLP]. Citing a crude-gold ratio of 10, Curtis Hesler suggests that gold could easily move to $1400 and he favors Kinross Gold [NYSE:KGC] and Yamana Gold [NYSE:AUY].

Cabot is Watching with Defensive Optimism
Dated July 11, 2008
Mike Cintolo, Cabot Heritage Corp
It should come as no surprise that Mike Cintolo, VP of Investments for CABOT, is defensive when it comes to current market conditions. However, Mike does suggest that, after a significant pullback, the time may be right to get into his favorite coal stocks, Walter Industries [NYSE:WLT] and Alpha Natural Resources [NYSE:ANR]. Global demand for commodities, like coal, remains strong and Joy Global [NASDAQ:JOYG], maker of mining equipment, should continue to profit from these trends. Two more favorites from Mike Cintolo are Intrepid Potash [NYSE:IPI], the #1 potash company in the US, and Salesforce.com [NYSE:CRM], a leading business software provider.