|
|
By Monty Guild and Tony Danaher, on August 28th, 2006
This has been a summer of intensive research. Two of us just returned from a major energy conference in Denver where we met with the managements of at least 20 companies. This week one of our analyst/consultants will be visiting six companies in Canada. We are now preparing for the fall conference season where we will be seeing many companies from a variety of industries at conferences throughout North America and Europe. In addition, there is a steady flow of company’s managements coming by our offices to tell their stories.
GLOBAL ECONOMICS
People are scared. Fear abounds about the . . .
Continue Reading: WE BEG TO DIFFER
By Monty Guild and Tony Danaher, on August 8th, 2006
OIL, GOLD, AND STOCK MARKETS – EASTERN EUROPE, MEXICO, CHINA AND INDIA
Oil prices are starting to strengthen as the seasonal period for oil strength begins about now. The end of the summer and the beginning of fall bring expectations of demand in the winter, and expectations of increased manufacturing in the fall after summer holidays.
In my experience, gold prices often bottom in August or early September. This year they took a jump up on July 31.
I am not sure if we will have a decline in oil and gold as we enter the traditionally treacherous September/October . . .
Continue Reading: SUMMARY OF POTENTIALLY ATTRACTIVE MARKETS
By Monty Guild and Tony Danaher, on August 1st, 2006
DON’T WORRY BE HAPPY
I know that sounds simplistic and too optimistic, but the fact is, that’s the conclusion I have come to after many long and sometimes exhaustive meetings in China over the past week and a half. I have looked at 20 sectors of the economy past, present and future. Including, transportation, infrastructure, utilities, raw materials, intermediate goods, finished goods, financial sectors, service sectors, agriculture sectors, and many others.
I believe that China will grow, and grow rapidly, for about five more years, which is as far out as I dare prognosticate. However, this does not mean . . .
Continue Reading: DON’T WORRY BE HAPPY
|
