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Posted On:Monday, January, 03, 2000

January 3, 2000

Author's:  Monty Guild

1999 has ended and the new millennium awaits us. As we all know 1999 was a very interesting year. The U.S. economy continued its big growth completing eight years of economic expansion. Europe began to grow faster. Asia came out of its decline to register growth in the second half of 1999. Y2K fears were unable to hobble economic growth and most observers believe that the U.S. and most of Europe have been Y2K compliant for some time. Thus far in 2000, Y2K problems have been very small and easily corrected. Even the optimists have been surprised by how little has gone wrong.Click here to read full article...

Posted On:Wednesday, October, 04, 2000

October 4, 2000

Author's:  Monty Guild

AN HISTORICAL PERSPECTIVE


 

As we all know the stock market is famous for fluctuating between periods of undervaluation and overvaluation. When we have a period when a part or sector of the market becomes extremely overvalued and approaches mania, it can be very interesting for investors as it creates opportunities in the undervalued broad market outside of the expensive sectors. Some examples of these periods and the opportunities they create are discussed below.


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Posted On:Wednesday, July, 05, 2000

July 5, 2000

Author's:  Monty Guild

I hope this memo finds you well, happy and content during the fullness of the summer season. In general, our views are sanguine. We remain invested in the high technology, pharmaceutical and energy areas. We continue to hold substantial cash which we intend to put to work during periods of market decline.Click here to read full article...

Posted On:Tuesday, April, 04, 2000

April 4, 2000

Author's:  Monty Guild

OVERVIEW

Over the past few weeks I have spoken to many of you and I have been asked on several occasions why we have done so well this year. I would like to take this opportunity to summarize our approach in the first quarter and contrast it to economic and market events. Click here to read full article...

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