CI Outlook - Archives

It Ain't Over 'Till It's Over

October 6, 2003

 

Mr. and Mrs. Investor
123 Elm Street
Dallas, Texas 72345

It Ain’t Over ‘Till It’s Over”

Amazing how apt many of Berra’s baseball quotes are to the area of investments.  In the June letter we sighted his famous thoughts on Déjà Vu.  We predicted the summer rally would be disappointing and consequently we were raising cash in your portfolio.  In late June many advisors were calling for market appreciation of 10% or more this summer.  This summers 2% gain in the S&P index had to be disappointing to them and their clients.  So, why are we quoting the famous ball player again?  Because we want to remind ourselves of what he really meant.  Yes, this quarter your portfolio beat it’s expected return, and the market, by two to three hundred percent!  It is true we are having a great year.  But the future still looms.  And as Yogi said “It Ain’t…” 

Concentrating on short-term results is not our style.  We are very pleased that our new methodology is working so well.  In fact we are thrilled at the results obtained from this new investment model.  We are however mindful of Yogi’s thoughts on happy endings.  With those thoughts in mind we plan to continue trying to obtain the best short-term results possible that are consistent with your long-term investment goals.

At this time the economy seems to be picking up and we expect an expansion in new employment shortly.  As that happens interest rates may well begin to firm up and bonds will continue to be less rewarding than stocks.  If earnings exceed expectations by a wide margin over the next few weeks that could well spark a strong year-end rally in stocks.  In anticipation of that rally we are looking for an opportunity to become more fully invested by adding the large capitalization ETF back to your portfolio.

We truly appreciate your continuing support and your patronage.  Our business only grows by word of mouth.  If you know of anyone who might benefit from our services we would welcome your referral.

As always please feel free to contact us with any questions or comments.  Once again thank you for your business.

 

CJ Brott                                                                                               Karen


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