ENERGY
In the last 3 months, Guild Investment Management (GIM) has met with the CEOs and or CFOs of about 25 energy companies in Canada, Europe, Denver, New York and San Francisco, at individual meetings with company managements, and in groups at energy conferences. I returned last night from the latest conference and wanted to share our latest thoughts with you.
As you know, we have been enthusiastic about the opportunities in energy stocks for a couple of years. During that period, energy prices have moved to the $50 level, close to our target price of $55. Energy stocks . . .
Continue Reading: September 30, 2004
