We had a twenty minute interview late last week on the energy sector with Jim Puplava of the FSN network. We think this is one of the most bullish times in the last three decades to be invested in the energy sector—as well as the agricultural sector—and think the trends are long term and should benefit investors for years. Our discussion can be accessed at the following link:

http://www.lsgifund.com/index_files/Page960.htm

While we did not talk stocks in the interview, just long term trends, we continue to find FX Energy (FXEN), GeoResources (GEOI), and Evolution Petroleum (EPM) very attractive in the energy sector, and Art’s Way Manufacturing (ARTW) and Titan Machinery (TITN) very attractive in the agriculture sector. Patriot Coal (PCX) is our pick in the coal sector. All are smaller firms with an attractive niche, and all are growing and undervalued in our opinion. We have a large position in each company.