Jeff is traveling, so we are republishing his recent interview from the Kirk Report, one of our featured sources.  The Kirk Report is an excellent investor resource, with many specific stock ideas for members.  Charles Kirk also reads very widely and provides regular links to articles we might otherwise have missed.  He came up with some excellent questions for the interview, getting Jeff to discuss many topics he has not covered on "A Dash." Here is the Kirk Report interview: It is with great pleasure to have Jeff Miller, from A Dash Of Insight, to participate in this month's Q&A. Many of you know Jeff because I've linked to many (if not the vast majority) of his blog posts. In this Q&A we'll cover a variety of topics ...

Despite Flo's excitement that headline is misleading. In posts that talk about stock picking versus all fund portfolios versus some combination of the two, comments get left opining that stock picking is difficult or risky or whatever. So for the fund investor who goes narrower than an SPY, EFA, AGG mix could they spend the time and do the work to own three stocks from themes that were especially compelling to them for which there was no sector or country product? Sticking with three narrow themes for which I have no exposure, let's say an investor believes Cyprus (oh yeah, there's a stock market there) is the place to be, well for that person there is only one choice (that I know of); The Bank Of Cyprus (BCYPF) and it has been a pretty good proxy for the General Index of Cyprus ...