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Why the euphoric post-election stock rally is disconnected from reality, according to a top economist 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
More Iran sanctions and ‘drill baby, drill’: Oil market’s future is still uncertain under Trump By Natasha Turak 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
Where the Stock Market Is Headed Next, According to Our Exclusive Investor Survey By Paul R. La Monica 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
For better or for worse, we at Smead Capital Management have very long memories. One of our favorite pinnacles of confidence is the financial euphoria in 2011 surrounding the Brazil-Russia-India-China (BRIC) trade. China’s command economy was growing 10% per year and helping to create momentum, which grabbed hold of the economies of nearby countries, as well as the companies and countries providing natural resources. It also captivated U.S. investors as they poured money into funds which gave them access to the momentum stocks. […]
Investing in Oil stocks For more information go to www.bnnbloomberg.ca. Stocks mentioned: OXY, CVE 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
Target raises 2024 profit forecast after price cuts boost quarterly sales By Ananya Mariam Rajesh and Siddharth Cavale For more information go to reuters.com. Stocks mentioned: TGT The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized
Seven & i shares end lower on regulatory concerns over Couche-Tard bid By Ananya Mariam Rajesh and Juveria Tabassum For more information go to reuters.com. Stocks mentioned: ATD The information contained in this tv appearance represents SCM’s opinions, and should not be construed as
At Smead Capital Management, our low portfolio turnover approach often results in prolonged periods of inactivity. Rest assured, however, that a great deal happens underneath the surface each day as our investment team continues its never-ending mission to continuously improve our portfolios and avoid stock market failure on behalf of our investors. A key part of these efforts includes constantly looking for new investment opportunities, and comparing these opportunities to businesses we already own. We agree with the late, great Julian Robertson, who posited that each day we choose to hold a stock is an implicit decision to continue to buy it. With this in mind, we will lay out why we continue to own Target instead of a former holding and what we have labeled “the Mother Theresa of common stocks,” Costco. […]
The Federal Reserve Board reported its most recent Z-1 on household assets. It revealed that households directly own 27% of their assets in common stock and indirectly own 13% through funds/ETFs/401ks. They also have 14% of their household assets in defined benefit programs, which are currently 50% invested in common stocks. Add it all up, and you get 47% of household assets held directly and indirectly in common stock. […]
As the investors of the strategy look back at the first half of 2024, we believe it is important to understand where we sit and what our edge as investors is. With the barrage of news and noise today, we want to focus in on how we can take advantage of the markets. […]
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