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The total number of value companies available to invest is shrinking, says… Hosted by Kelly Evans 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
Do Wall Street Price Targets on Stocks Really Matter? What Investors Need to Know. By Al Root 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
Bank Stress Tests Are Becoming Less Meaningful, Cole Smead Says By Caroline Hyde, Joe Weisenthal, Romaine Bostick For more information go to www.bloomberg.com. Stocks mentioned: JPM The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment
On a recent trip to visit clients in Denmark, I had some free time and visited the Viking Wooden Ship Museum in Roskilde. The museum houses cargo and military ships made from oak trees, crafted with materials all formed by hand. They took years to build and helped make Denmark one of the world’s most important trading crossroads. Assumedly, the patience required to practice commerce in the 13th century generated massive cash flow for merchants at that time.
The Dow Rises 75 Points Because the Fed Is Still Hinting at a Cut to Interest Rates By Teresa Rivas 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
At the age of 35, I’m almost thirteen years into my career in the investment business. I was lucky to get a job right out of college in the brokerage business before joining Smead Capital Management at our formation. For most millennials like myself the last ten years have formed what we believe the business to be: a bull market reinvigorated by the whims of the Federal Reserve Board. If anchoring is a powerful force in investor behavior, the anchor at the depths of our millennial beliefs is that value hasn’t worked. We’d like to contextualize value stocks underperforming to frame whether this is a fundamental problem or if other factors outside of value are deluging the underperformance.
The 19 Best Stocks to Buy for the Rest of 2019 By James Brumley For more information go to www.kiplinger.com. Stocks mentioned: AMGN The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance
U.S. retailers’ halting outlook reveals scale of tariff fear By Aishwarya Venugopal, Nivedita Balu For more information go to www.reuters.com. The information contained in this article represents Smead Capital Management’s opinions, and should not be construed as personalized or individualized investment advice. Past performance
A series of important factors in the U.S. stock market are in play which beg the question, “Are we at a beginning of a risk cycle or at an ending?” The answers will have a bearing on what to own and where to be positioned going forward. These thoughts won’t be exhaustive, but we hope to get you thinking on a few important subjects.
Money-burning IPOs are Wall Street’s newest darling By James Royal For more information go to www.bankrate.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
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