Day: January 23, 2018

CNBC Squawk Box: Tony Scherrer on “Under Loved” Stocks

‘Do not get lulled to sleep’ by the one-direction market Hosted by Bernie Lo For more information go to www.cnbc.com. The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no

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Risk is Not High Math

Long term success in common stock ownership is much more about patience and discipline than it is about mathematics. There is no better arena for discussing this truism than in how investors measure risk. It is the opinion of our firm that measuring a portfolio’s variability to an index is ridiculous, because it is impossible to beat the index without variability.

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