"U.S. Global Investors (Nasdaq: GROW) has been growing its revenue and earnings at an accelerated pace
over the last few years, notes Horacio Marquez, adding "And that pace is about to pick up after a recent mild respite."

The contributing editor to The Money Map explains, "We expect very strong gains in this stock to come in short order." Here, he looks at the fund management firm.

"The reason is very simple. If you couple some of the best minds in emerging-market investments and commodity
investments with a comprehensive quantitative and qualitative approach, you get consistently top-performing
funds with eye-popping returns.

"Last year, four of the firm's equity funds, – representing more than 80% of the money under management –
were among the top performers in the overall U.S. mutual fund universe, in the one- and 10-year time
periods.

"And in the fund-management business, strong, consistent fund performance drives growth in assets under management. And since growth in assets under management drives fees, it is no surprise that this company has
been able to achieve operating income growth rates of between 27% to 94% over the last 10 years.

"In fact, the company should see accelerating earnings growth in the second half, as the interest rates cuts favor higher commodity prices and emerging-market investments – areas in which U.S. Global's funds excel.

"U.S. Global Investors (NASDAQ: GROW) -- a mutual fund management company which focus on resources and emerging economies -- will benefit as declining interest rates in the U.S. also boost emerging economies and demand for resources," says Ken Kam.

The editor of Marketscope explains, "When the Federal Reserve wants to lower interest rates, it can print more money, but it cannot control where the new money will go. Fed policy makers intend for the new money to stimulate America's economy.

"But there is no reason the money has to stay in America. The U.S. dollar is accepted around the world and this means that when the Fed cuts interest rates, the new money stimulates the economies of others countries as well as ours.

This article is part of a 20 article special report on "Metals, miners and money".

A highlight at the recent New Orleans Investment Conference was a speech by Frank Holmes, CEO of US Global Investors, on "mega-trends" -- with a focus on global infrastructure needs, from the U.S. to China.

Here, we offer excerpts from his speech, as well as some specific stock ideas from Frank Holmes and US Global Investors' Chief Strategist, Jack Dzierwa.

"Megatrends are usually defined by sustainable and substantial growth in capital expenditures in any country or sector. They can be created by governmental policies for infrastructure or a massive technological breakthrough.

"We isolate megatrends through a series of proprietary models, including a top down analysis of such issues as global macroeconomic theme, regional and country trends, technological trends, government policies, and currency effects. As examples of megatrends:

• 1950s -- 1960s Megatrend: Massive growth of infrastructure in the U.S. and Europe leads to post-war prosperity, creating a wealth effect and consumer culture.
• 1990s -- Present Megatrend: Moore's Law and disruptive technologies lead to massive growth in information technology and data communications.
• 2000 and beyond Megatrend: Unprecedented change in global growth driven by globalization, urbanization, and wealth creation leads to a global infrastructure boom on a massive, intractable scale.

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.

MAJOR PAPERS:

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• The New York Post has learned that the American Stock Exchange, which is looking at "strategic options," has at least one "high-profile suitor" exploring the possibility of an investment, Susquehanna Investment Group.
• Investor's Business Daily's "The New America" column mentioned U.S. Global Investors Inc (NASDAQ: GROW) positively.