Sales Desk – US  877.701.2883
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Sales Desk – US  877.701.2883
Sales Desk – International  +353 1 525 9677
 Is the Magnificent Seven a stock market bubble? By Kevin Press For more information go to investmentexecutive.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 guarantee of
Most of the studies we’ve seen argue that 90% of the benefit of diversification comes by the 20th common stock. In our discipline, based on our eight criteria for common stock selection, we own 25-30 names. Halfway through this year, you can see the benefit of our diverse group of common stocks and also see that our eight criteria for stock selection began to shine like our long-term record indicates it has in the past. […]
The world we wake up to today seems to have all the information we can dream of, but less discernment than is needed. The Iran conflict was misread with oil prices at $100 and investors are doing the same thing at $70 oil now. We write this letter from the Calgary Stampede, one of the genuinely great events hosted globally. While we’ve been here, we have talked with all of the issuers we own in the oil business. The problem we are stampeding towards is real and time is the only cure. […]
 Occidental’s new CEO tested by debt, lagging stock price and big dividend payments to Berkshire By Sheila Dang For more information go to reuters.com. The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or individualized investment
SpaceX is already targeting a mammoth valuation. Will passive funds take it even higher? Squawk Box Europe hosted by Stephen Sedgwick For more information go to www.cnbc.com. The information contained in this tv appearance represents SCM’s opinions, and should not
 History says there’s one hedge that could shelter investors during a lost decade for stocks By Jennifer Sor For more information go to www.businessinsider.com. The information contained in this article represents Smead Capital Management’s opinions, and should not be construed as personalized or individualized
Stocks Hold at Record Highs on US-Iran Deal Optimism | Bloomberg Brief 5/29/2026 By Vonnie Quinn For more information go to
GameStop Is Chasing a Meme-Stock Sequel. Nobody Is Buying It This Time. By Martin Baccardax For more information go to www.barrons.com. Stocks mentioned: EBAY The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past
Stocks vs GDP: Why this level has Wall Street watching closely Hosted by Cheryl Casone For more information go to Stocks vs GDP: Why this level has Wall Street watching closely. Watch the latest video at <a href=”http://video.foxbusiness.com”>video.foxbusiness.com</a> Stocks mentioned: APA, CVE, EBAY
EBay Investor Skeptical That GameStop Can Make Good on Acquisition Offer By Spencer Soper For more information go to www.bloomberg.com. Stocks mentioned: EBAY The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance
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