Sales Desk – US 877.701.2883
Sales Desk – International +353 1 525 9677
Sales Desk – US 877.701.2883
Sales Desk – International +353 1 525 9677
We have written profusely about the investment myopia of today which has focused on “growth at any price companies” without regard to profits or free cash-flow. We do this because we know success in investing requires a healthy degree of discomfort for it to be profitable, and we know how much comfort today’s investor has found by owning what has worked.
‘Amazing Numbers’ at Canadian Banks Are No Match for U.S. Tax Cuts By Doug Alexander For more information go to www.bloomberg.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
The U.S. government must determine how to deal with the negative consequences of some of the last decade’s most successful internet-based businesses. Google, Facebook and Amazon grew up as strangers and have developed monopolies in search, social media and in e-commerce. The stock market has been very excited about the control over people they have attained and the “big data” they use in advertising and e-commerce. In many ways, these tech behemoths are “three identical strangers.”
Tech `Euphoria’ Could Permanently Damage Returns, Smead Says By Emily Chang For more information go to www.bloomberg.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.
Strong Consumption Is Breathing New Life Into Retail Stocks By Ben Eisen For more information go to www.wsj.com. Stocks mentioned: TGT 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
Target’s Strong Earnings Lift Stock to Record High By Teresa Rivas For more information go to www.barrons.com. Stocks mentioned: TGT 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
Investors Pile Into Health to Shield Holdings From Trade War By Tatiana Darie For more information go to www.bloomberg.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
The Market Can’t Decide If Home Depot’s Earnings Are Worth Celebrating By Teresa Rivas For more information go to www.barrons.com. Stocks mentioned: HD The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance
It is no secret that the U.S. stock market has been completely addicted to discounting the future success of the most popular technology stocks. Momentum-based growth investing has had many bouts of success in the past, but this is the first episode in an era where indexed mutual funds and exchange traded funds (ETFs) were the largest aggregate owners of the largest capitalization companies. In comparison, as recently as 20 years ago, individual and institutional investors were the biggest aggregate owners of the nation’s largest companies through direct ownership. It is almost like the old-time owners of individual stocks were smoking cigarettes and today’s owners are vaping.
Tech stocks won’t drive markets in the coming decade: Expert Hosted by Martin Soong and Oriel Morrison 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
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