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 ...

Source: Peter Degraaf, Online Stock Trader  10/14/2008
Historically (1808 – 2008), the ratio between gold and silver has been 33 ounces of silver equals one ounce of gold. More recently, say 1978 – 2008, the ratio has widened to on average, 60 ounces of silver buys one ounce of gold. At the extremes the ratio fell to 17:1 in 1980 as both metals peaked; and rose to 100:1 in 1991 during the depth of the recession.

During the 1976 – 1980 bull market in precious metals, the ratio fell from 40:1 to 17:1
During the 1990 – 1991 recession the ratio rose from 71:1 to 100:1.

The latest bull market in silver began in 2003, and from then until mid 2008, the ratio dropped from 80:1 to 45:1.

A few months ago, as more and more people began to suspect that the world was heading for a recession, the ratio rose again, from 50:1 …

If you still haven't put any defense and aerospace stocks in your portfolio, you should seriously consider doing so before October. There are plenty of these 'war' stocks to choose from including ones that pay high yields. Here are some that you may want to site your scopes on and possibly pull the trigger. All of these have market caps over $1 billion.Alliant Techsystems Inc. (ATK) manufactures and markets aerospace and defense products and ammunition. The stock has a PE of 16, and a PEG of 1.56.Boeing (BA) makes and markets jets, military aircraft, missile defense systems, satellites, and launch systems. The stock has a PE of 11, a PEG of 0.83, and pays a yield of 2.8%.CAE Inc. (CGT) makes and markets simulation equipment and services to the civil aviation industry, military organizations, and defense organizations. The ...

Business Week’s Gene Marcial recommended General Dynamics today:

Track Gene’s picks at:

http://trackthepros.com/categories.php?category_id=404

a. Big companies that don’t make splashy products sometimes fly under the radar—like General Dynamics , a giant corporation that the public tends to ignore. But Wall Street pros are paying attention.

b. The secret behind the success of the world’s sixth-largest defense contractor is that General Dynamics is a military-technology-industrial company for all seasons. Also one of the biggest makers of corporate jets, the company has developed an aggressive strategy for fast growth that’s working wonders for its bottom line.

c. increase sales and earnings through acquisitions, growth in deliveries of business jets, strength in land vehicles and munitions needed for operations in Iraq, and overall replacement of damaged equipment

d. Boosting the company’s business through acquisitions, General Dynamics’ latest deal is the $2.3 billion purchase of Switzerland’s Jet Aviation. The company says the operations will boost its capabilities

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By William Patalon III Executive Editor Money Morning/The Money Map Report The Boeing Co. (BA) doesn’t believe it can win the controversial competition for a $35 billion U.S Air Force tanker contract without a six-month extension, and now has threatened to pull out of the competition altogether. The Chicago-based Boeing said it wants the extension to incorporate what the aerospace giant contends are essentially new requirements calling for a bigger tanker with a larger fuel-carrying capacity. The Pentagon has told the bidders it will grant two months for the bidders to assemble and submit their new proposals, a Boeing official told the Atlanta Business Chronicle. “If we’re unable to secure sufficient time to prepare a competitive proposal, there’s little option for Boeing other than not to submit a bid,” Boeing spokesman Dan Beck told the Georgia-based business journal. This latest development in the ...