The Wall Street Transcript Publishes Money Manager Interview With Peter Williams, Director At Sena Weller Rohs Williams NEW YORK, NY -- (INTERNET WIRE) -- 09/28/00 -- Peter Williams, Director at Sena Weller Rohs Williams, examines portfolio management strategies in this timely and deeply informative 3,000-word interview from The Wall Street Transcript (212-952-7433) or www.twst.com/info/info179.htm. In a valuable review of investing strategies, Mr. Williams explains his approach to managing money and offers specific stock recommendations. Explaining his investment approach at the Matrix Growth Fund, Williams states, "In our investment methodology, we use a series of screens. Again, wanting to be quantitative, we like to measure concrete attributes about stocks and at each stage of our screening we now have an increased presence of expectation factors. So rather than being introduced at one point in the process, we now introduce expectations at each point in the process. This is just being objective and pragmatic. We need to pick stocks that will work in the market." Williams asserts, "We think Enron (NYSE:ENE) is a classic example of an established, workhorse, mainstream company that has done an excellent job of repositioning capital and repositioning its management attention in order to proceed along a high-growth path. They took the skills in the company, how to manage capital projects, how to operate around the globe, and their understanding of information technology, and they've become a very important player in some new lines of business. Specifically, they have an operation called Enron Online, which is their customer relationship management system. And then they added trading operations for the buying and selling of spot optical network capacity that's very innovative." On Qwest (NYSE:Q), Williams comments, "You have a motivated management team. Specifically, they've taken control of the old U S West, and what used to be Rochester Telephone, and they're creating a new company. So we like communication services and Qwest." Williams continues, "We very much like a smaller capitalization company that we have owned a long, long time called Biomet (Nasdaq:BMET), located not far from us, in Indiana. What we like about medical technology is the companies have good intellectual property protection. They get excellent margins on the products that they sell. The content of innovation is high." According to Williams, "Liberty Media Group (NYSE:LMGa), the A class of AT&T shares, managed by Dr. John Malone, has an extremely impressive global list of assets that are all delivering entertainment, communications, or a similar service to households. We think that's an excellent model." Williams reports, "Dover (NYSE:DOV) is a diversified company that makes some very profitable capital goods, but also has an important technology component. They have excellent financial attributes and very astute management. Dover is an interesting name. It's kind of a secondary company." To obtain this insightful investing strategies report, call (212) 952-7433 or see www.twst.com/info/info179.htm The Wall Street Transcript is a premier weekly investment publication interviewing market professionals for serious investors for over 37 years. The Wall Street Transcript has launched a new free service where investors can ask the above company (or any public company) a question at www.qawire.com The Wall Street Transcript does not endorse the views of any interviewee nor does it make stock recommendations. Contact: Peter McLaughlin, The Wall Street Transcript Phone: 212-952-7433 Provider ID: 02017149
The Wall Street Transcript Publishes Money Manager Interview
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