Day: January 14, 2014

4Q13: Once more for ’84

Since our thinking is always dominated by owning businesses which meet our eight investment criteria in a long-duration time frame, we continue to remain vigilant of the circumstances around us. To that end, we thought it would be helpful to review a similar historical situation and glean a feel for what was wise behavior back then and what might be wise behavior as we look forward to the year 2014.

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CNBC Europe: Bill Smead guest hosts Squawk Box

Healthy market correction? Here’s how to play it Squawk Box Europe hosted by Steve Sedgwick, Karen Tso and Carolin Roth To read the full story go to www.cnbc.com.   The information contained in this tv appearance represents SCM’s opinions, and should not be construed as

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Barron’s: CIO, Bill Smead discusses Merck’s turnaround

Merck Turnaround Is Working Out Well By Johanna Bennett For more information go to www.barrons.com. The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no guarantee of future results. The securities

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