A presentation of charts and graphs highlighting current market drivers.
As you may recall, in January, 2007, we wrote a paper expressing our belief that the outlook for large capitalization growth stocks had never been better and that a rotation into large cap growth equities was imminent.
Now’s the TimeWe believe now is an excellent time to add to your investment with Montag & Caldwell as the outlook for large capitalization growth stocks, in our opinion, has never been better.
Why the Time is Right for High Quality LCGWe believe the preconditions are in place for a rotation into quality large cap growth. These preconditions include historically attractive valuations and negative investor sentiment toward large cap growth following a sustained period of underperformance.
Mid Cap Growth Portfolio as of 6/30/08
Growth Model Portfolio as of 6/30/08Growth Model Portfolio as of 6/30/08
Growth Model Portfolio as of 5/30/08Growth Model Portfolio as of 5/30/08
Google Sample Research Report
Apple Sample Research ReportSample research report for Apple
January 25, 2008 — Montag & Caldwell’s winners last year have been under pressure in 2008, but we remain confident in our client’s holdings. The U.S. Economy is very close to stall speed and is on the cusp of a recession. If we do have a recession we would expect it to be mild due to the fact that there are not many excesses in the non-financial, non-housing areas of the U.S. economy. These areas have low inventories, have not …
October 11, 2007 — This section of the site is dedicated to discussing and updating our thoughts and observations on current market conditions. Anything in this area is strictly our opinion as of the date placed here rather than statements of fact.
