Research

April 4, 2008: My thanks to Henry Groppe of Groppe, Long & Littell for his charts supporting his great presentation....
THE OUTLOOK FOR OIL & GAS at the Pengrowth Spring Investment Conference, San Diego

March 26 2008: American Stock Exchange: Precious and Base Metals Day by Michael A. Berry, Ph.D.

March 13, 2008: A Case Study of “Discovery Investing” Spotting Winners Early
Investing in The Renaissance of Uranium Michael A. Berry, Ph.D - Presentation to the Academy and Finance, Zurich, Switzerland

March 9, 2008: Compliments of CIBC World Markets... What Happens If Markets Get Real Ugly?
Gold May Be The Sole Survivor For Positive Returns

February 25, 2008: Compliments of Barron's... Restoring Balance: The Case for Gold, Part II by GENE EPSTEIN (Part 1; below)

February 18, 2008: Compliments of Barron's... Greenspan Was Right: The Case for Gold, Part I by GENE EPSTEIN

February 21, 2008: Thanks to our good friend Dr. Michael Berry for Navigating The Bear: Discovery Investing

February 15, 2008: Notes from Buffett Meeting

January 20, 2008: Thanks to our good friend Dr. Michael Berry for his Keynote Cambridge House Conference Presentation

December 06, 2007: Compliments of RBC Capital Markets.... Goldcorp Inc.

November 13, 2007: Compliments of RBC Capital Markets for its excellent Global Gold Outlook
Gold – Returning To A Monetary Standard

November 9, 2007: Thanks to our good friend Dr. Michael Berry for his excellent Morning Notes - New

November 2, 2007: Peak Oil Believe it or Not by Nate Hagens posted on theoildrum.com is a brilliant examination of the Peak Oil conundrum. - New

October 21, 2007: Thanks to our good friend Dr. Michael Berry for his superb Cambridge House Conference Presentation

April 6, 2007: Thanks to David Mason...Summary of Uranium Investment Seminar Zurich & Geneva, by Augen Capital

April 2, 2007: Thanks to our good friend Dr. Michael Berry for his excellent Workshop Presentation on Discovery Investing ;
at the Calgary Mining Conference on March 31, 2007

February, 2007: GAO Report... Uncertainty about Future Oil Supply Makes It Important to Develop a Strategy for Addressing a Peak and Decline in Oil Production

January 19, 2007: Compliments of Laurentian Bank Securities and Catherine Bouchard MSc. MBA for this excellent report on Sonamax Hearing Healthcare Inc.

January 11, 2007: Compliments of BMO Capital Markets

Digging Deeper by Cameron Renkas CFA

November 7, 2006

Thanks to our friend Dr. Michael Berry ...

"In response to my Morning Notes yesterday many of you requested the Ten Point Discovery Grid. I developed this grid to help in the identification of Discovery Investments. I am sending a copy of my presentation on Discovery Investing to be given this day in Calgary. The list of companies is representative only and provides examples of potential Discovery investments. I currently own or consult to many of these companies. They are not ranked in any particular order.

October 23, 2006

Thanks to our erudite friend Dr. Michael Berry... Oil $50 or $100? " Discovery Investing"

"Given the decline in the price of oil this AM - in the face of OPEC's production cuts effective November 1, I thought you might enjoy a perspective on the price of oil."

October 2, 2006: Compliments of TD Newcrest Equity Research...UTS Energy Corp and Husky Energy Inc.

September 24, 2006: The Berry Report...CanWest Petroleum Corp. by Dr. Michael Berry

September 18, 2006: Compliments of Credit Suisse...Near Term Risk on The Back of Housing

September 17, 2006

Compliments of GMO; one of the great investment managers...

The Earnings Operation by Ben Inkler

September 17, 2006

Compliments of GMO; one of the great investment managers...

Way To Go Ben! by Jeremy Grantham

August 30, 2006

Gold Weekly Pulse compliments of Desjardins Securities

August 25, 2006

A Requiem For A Housing Bubble by Eric Sprott and Sasha Solunac

August 24, 2006

Zero Doubt: Natural Gas Prices Will Go Higher Again by Eric Nuttall, Research Analyst, Sprott Asset Management

June 2, 2006

Special Report by Eric Sprott, C.A. and Kevin Bambrough on:
The Investment Implications of an Abrupt Climate Change

April 27, 2006

Compliments of TD Newcrest....

Trilogy Energy Trust

March 27, 2006

Compliments of Barron's

The World's Best CEOs by Andrew Bary

Part 1 and Part 2

March 21, 2006

Compliments of Scotia Capital

Canadian Banks - Quarterly Overview

March 17, 2006

Compliments of Dresdener Kleinwort Wasserstein

Global Equity Strategy
“The little note that beats the markets”

March 12, 2006

Compliments of Mark Hugh Sam of Sellers Capital

Giverny Capital Inc.- Annual Report 2005

February 13, 2006

Compliments of Barron's...

Ibbotson: Small Caps Still Have Big Bang by John Kimelman

February 6, 2006

Remonetisation of gold: Start hoarding...
Cheuvreux Report on Metals & Mining

January 31, 2006

As always, thanks to Dr. Bob.. JB, here is a Power Point presentation that Grantham presented at their annual conference in November with some FANTASTIC charts. The man is a very good analyst of market history. I particularly like the charts of quality stocks versus low quality stocks held after market peaks as well as the number of years it takes to generate AVERAGE returns if buying at a peak. Very interesting.

On the Nature of Risk - GMO's Jeremy Grantham and Nick Nanda

January 24, 2006

Compliments of Sprott Securities Inc.

Gold Rush Investment Forum

October 16, 2005

Compliments of Barron's

Value and Growth at Johnson & Johnson by Johanna Bennett

August 26, 2005

Thank you Paula for drawing our attention to Raymond James massive report released in July 2005...

The Oil Sands of Canada

June 10, 2005

The Northern Trust Company...

The Yield Curve - Greenspan's Blind Spot?

June 10, 2005

Street Beat By Kathryn M. Welling
Cockamamie Accounting
Surprised By AIG’s Woes? There Were Signs...
& Now H&R Block Can’t Count!

May 29, 2005

Thanks to Dean LeBaron and Scott Reamer (Union Tree Capital) for the excellent essay written in 1996 about, well, money: its history, evolution, and (then) current conditions (credit, debt, gold, Bretton Woods, etc.). Perhaps the best part is the history of money section though the entire essay is splendid. With but a few changes to some actors here or there (substitute ‘China’ for ‘Germany’), this could be republished today and be just as relevant. Which, we suppose, speaks to the importance of timing ...

Whither Gold? by Antal E. Fekete
Winner of the 1996 International Currency Prize - Sponsored By Bank Lips

May 9, 2005

More great stuff compliments of Dr Bob...John, some good comments and quotes here:

Compliments of Morningstar... Gems from the Berkshire Hathaway Meeting

May 2, 2005

Compliments of Dr Bob...John, Jim Gipson and the Clipper Fund released Q1 report on it’s website:

Cash is not a Four Letter Word