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McDermott International: My #1 Oil Service Investment

Friday, March 28th, 2008

ABB Trade Note: Buy ABB on Siemen’s Restructuring Woes

Tuesday, March 25th, 2008

Restructured Portfolio: Dynamics Engineering & Industrialization Focus Fund

Tuesday, March 11th, 2008

Weekend Ponderings - Economy, Inflation, and how usual or unusual is it?

Saturday, March 1st, 2008

Sectors to watch as China Raises Oil Processing 12% to Meet Demand

Wednesday, November 14th, 2007

“Subprime” NOT the headline from Honeywell’s quarter - Part 2: Strength in Energy, Construction, and Infrastructure

Tuesday, October 23rd, 2007

“Subprime” NOT the headline from Honeywell’s quarter - Part 1: Building Energy Efficiency

Tuesday, October 23rd, 2007

Thoughts on Boeing’s Dreamliner 787 Delay

Wednesday, October 10th, 2007

Brush Engineered Materials, Just not Good Enough for Me

Sunday, September 30th, 2007

Link Salute: “Fast growth forces image sensor suppliers to change”

Tuesday, September 18th, 2007