CI Outlook - Archives

Newsletter - 1st Quarter 2000

 

NEWSLETTER SENT WITH QUARTERLY CLIENT REPORT
 
April 12, 2000                                                                                
 
Mr. and Mrs. Investor
123 Elm Street
Dallas, Texas 72345
 
Dear Investor,
 
We anticipate that the economy will remain strong and corporate earnings will continue to grow.  However, we expect interest rate volatility and mutual fund flows to distort market psychology.  This could last throughout the entirety of the current quarter
 
Recent weakness in the highflying technology sector dominates today’s headlines.  Anticipation of this weakness is what led Karen and me to sell some holdings in early March.  While the markets recent fall have created many apparent bargains, we continue to hold the cash generated by these sales in reserve.  Our intention is to reinvest these cash balances when the opportunity arises.
 
Last quarters headlines were dominated by the soaring OTC index.  However, we have noted the average equity mutual fund was up only 4.5% and bond funds generated average returns of only 1.7%.  Because of this, many managers may be forced to take drastic measures attempting to “catch up” with the market if the “old economy” stocks continue to rally.  While we continue to try and generate competitive returns for your portfolio, we also strive to minimize risk.  That is why, in this environment, we are proceeding with caution.  However, as the market stabilizes, we expect to become more aggressive and we will invest your cash at the time.
 
 
 
We thank you for your continuing patronage and look forward to speaking with you soon.
 
 
 
 
 
 
 
C. J. Brott, Jr.                                                                         Karen Burns


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