In this issue

This week, we’re introducing three new portfolio holdings with tremendous long-term potential in a world of growing energy demand and constrained supply. These picks, along with others coming soon, continue the portfolio overhaul launched this month with a clearout of underachievers.

The three picks have in common experienced and respected management with a successful track record, strong growth and solid profitability. This is a combination that can not only deliver a big windfall but limit the downside should markets turn.

Which brings us to Robert Rapier’s review of the oil crash of 2008 and the lessons it offers to investors. Know ahead of time whether you’re buying to hold through the next slump, to dump at the first hint of trouble or to rinse after a 20 percent shave. Given the industry’s bright long-term prospects, holding on may be the best bet, Robert argues. It certainly worked for him in 2008.