Housing is a great place to make money, says Cole Smead Hosted by Kelly Evans For more information go to www.cnbc.com. Stocks mentioned: LEN, NVR, DHI, OXY, CLR, CVE, MEG, CACC, JPM, BAC, PAH3 GY, VOW3 GY, IFP CN, BMW GY, WFG CN The
The beginning to 2022 has been dark to say the least. The year has begun with losses in the index with much deeper red ink spilled across many recently exciting investments. The ominous feeling of the moment reminds me of the suspense I first felt watching The Silence of the Lambs. It was creepy, dark and intellectually intriguing to figure out what would transpire next. Allegorically, the final scene of that movie is like the first week of stock trading in 2022. […]
A Value Fund Bets That Millennials Aren’t That Different From Their Parents To read the article, click here.
Halfway through the year 2021, we must be reminded to “not confuse brains with a bull market.” These are the words we were taught back in the 1980’s. When all boats float, don’t think you are a genius because your boat floated. Investors in the S&P 500 Index, mega-cap tech stocks, momentum disruption stocks and a wide variety of success stories the last five years floated. The former kings of the stock market (active stock pickers) were pronounced dead. Goodbye Warren Buffett, John Templeton, Peter Lynch and all the others who were declared kings of stock picking.
Buffett’s stock-picking lieutenant has a proven track record, but his hands are tied at Berkshire By Yun Li For more information go to www.cnbc.com. The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past
Host: Alicia Nieves For more information go to www.cheddar.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 identified and described in
Horton Hears a Boom by Justin Lahart For more information go to www.wsj.com. Stocks mentioned: DHI 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
UAE Closes in on Oil Output Deal By Alix Steel and Guy Johnson For more information go to www.bloomberg.com. Stocks mentioned: CLR, COP, CVX, The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past
Halfway through the year 2021, we must be reminded to “not confuse brains with a bull market.” These are the words we were taught back in the 1980’s. When all boats float, don’t think you are a genius because your boat floated. Investors in the S&P 500 Index, mega-cap tech stocks, momentum disruption stocks and a wide variety of success stories the last five years floated. The former kings of the stock market (active stock pickers) were pronounced dead. Goodbye Warren Buffett, John Templeton, Peter Lynch and all the others who were declared kings of stock picking.
Most millennials have never seen an era where value has done well. The last 12 months seem like an aberration in their careers relative to the booming growth markets of the 2010’s. The investors that have witnessed value do well time and time again are more than likely baby boomers, not to count Charlie and Warren out (we never do). However, the silent generation is fewer by the day, though they have seen the tug-of-war in the value-versus-growth continuum more than future generations.
© Copyright 2022. Smead Capital Management. All rights reserved.
© Copyright 2022. Smead Capital Management.
All rights reserved.
