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 Wall Street edges higher in thin post-holiday trade By Sabrina Valle and Pranav Kashyap 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 advice. Past performance is
We’ve likely greatly overpriced the AI trade, says Cole Smead Hosted by Andrew Ross Sorkin 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
It’s not like we have the ability to grow 10 million barrels over the next 10 years: Smead Stocks mentioned: MEG, CVE, SU The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice.
What next for Andrea Orcel’s UniCredit? By Simon Foy, European Banking Correspondent For more information go to www.ft.com. Stocks mentioned: UCG 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
Varcoe: One more curveball in $8.6-billion takeover bid for MEG Energy By Chris Varcoe For more information go to www.calgaryherald.com. Stocks mentioned: CVE, MEG, SCR The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice.
Cenovus wins battle to buy MEG Energy in $8.6-billion deal By Jameson Berkow For more information go to www.theglobeandmail.com. Stocks mentioned: CVE, MEG The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is
 UnitedHealth investors pin turnaround hopes on new CEO By Amina Niasse and Sriparna Roy For more information go to reuters.com. Stocks mentioned: UNH The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or individualized investment advice.
This chief investor is urging people to quit chasing this 1 stock sector, saying it’s not if but when ‘this thing breaks’ — is your portfolio ready?by Jessica Wong For more information go to www.moneywise.com. The information contained in this article represents SCM’s opinions, and
Chief Investor Warns of AI Bubble, Predicts 40% Daily Drop in Valueby AInvest For more information go to www.ainvest.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
It is not uncommon for investors to want to scale new businesses. We are currently seeing it in the AI story, where businesses are trying to find new customers and gain scale in what is believed to be a burgeoning industry. While there may be a winner, there tend to be many losers when it comes to scaling new industries. We like far more predictability in analyzing companies, which time and time again draws us to old industries. Banking is a roughly 600-year-old industry. The energy industry has been around since the first fire, but the oil business has been around since the 19th century. We will use this letter to explain to the investors of the strategy why these industries currently have so much in common. […]
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