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November 29, 2004

By Monty Guild and Tony Danaher, on November 29th, 2004

We like the same investment themes that we have liked for 2 years.

ENERGY STOCKS

As we predicted in our November 8, 2004 letter, oil did not have a big correction and now it is rising again. We expect energy companies to do very well in coming weeks and we continue to own British and Canadian oil producers and U.S. natural gas and coal producers. Demand from developing countries like China, Russia and India and political problems worldwide argue for relatively high energy prices for some time to come. This is especially true when we consider the political problems . . .
Continue Reading: November 29, 2004

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November 8, 2004

By Monty Guild and Tony Danaher, on November 8th, 2004

TO: Friends WORLD MARKETS IN LIGHT OF THE U.S. ELECTION

In the aftermath of the U.S. election and President Bush’s announcement of new initiatives that he will undertake in the next four years, let us analyze the impact of the proposed initiatives and the historical events on the world markets.

Clearly, President Bush has big plans for the next few years. The plans include an overhaul of the tax code and of social security. They include a continuance of the foreign affairs policies of the first Bush term. These initiatives will be extremely expensive. I have heard, for instance, . . .
Continue Reading: November 8, 2004

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