Investors interested in natural resources or emerging global markets can consider one of the top performing funds run by U.S. Global Investor. Or, suggests, Mark Skousen, they can buy shares in the fund management company.

The advisor has added shares of U.S. Global Investors (NASDAQ: GROW) to the buy list of his Turnaround Trader. He notes that last year, the stock was in his portfolio and after doubling, the position was stopped out.

Skousen now explains, "When earnings slowed, the stock fell out of bed, declining more than 40% from its high. Is it time to get back in? The evidence is growing that U.S. Global is back on its fast track mode."

The company, he notes, recently reported strong earnings. Revenues increased 30% to $58.6 million, and profits jumped 32.7% to $13.8 million for the year ended June 30.

Assets under management, he points out, grew 34% to $4.6 billion, and outside fees rose 60%. He states, "In every financial matrix, GROW is growing faster than its competitors. It even doubled its dividend to 2 cents a month, or 1.2% per year."

Skousen asks, "What's not to like? Amazingly, the momentum players and manipulators decided to dump the stock, and GROW declined after the news." He continues, "I talked to CEO Frank Holmes, who said there's nothing fundamentally wrong. With gold moving higher and Asian stocks booming again, U.S. Global is attracting investor interest again."

Each day, Steven Halpern's TheStockAdvisors.com features the latest stock picks and investment ideas from the nation's leading financial newsletter advisors.

If you could buy only one commodity stock, what should it be? Mary Anne and Pamela Aden, long-standing experts in the natural resources sector, think that one stock should be BHP Billiton (NYSE: BHP).

The editors of The Aden Forecast explain, "The hot Asian markets are keeping demand strong for commodities. Indeed, the commodity move has been gearing up, one by one. Some markets will be stronger than others at times, but they are all in a major rise with demand being the driving force, which makes this mega move even more powerful."

The advisors continue, "China and Asia in general have been booming for many years now. The slowing economy in the U.S. caused concern that the fiery growth in Asia would cool down. It certainly could with time, but so far there are no signs of this at all."

Meanwhile, they notes, demand for raw materials remains and 2007 may end up seeing China's economy expand at the fastest pace in 12 years. To benefit from this trend, the sisters says, "BHP Billiton has long been one of our favorites because it's the best way to stay invested in the whole raw materials sector."

They notes that Billiton is the world's largest mining organization, stating, "It's a leader in steel making, it's the world's third largest producer of copper and nickel, second largest exporter of coal, fourth largest producer of uranium... and the list goes on." They conclude, "So if you have to buy just one natural resource company, let it be BHP."

Each day, Steven Halpern's TheStockAdvisors.com features the latest investment ideas and market commentary from the financial newsletter community.