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Sales Desk – US  877.701.2883
Sales Desk – International  +353 1 525 9677
Oil: ‘Dead-Cat Bounce or Bear-Market Rally’? By Crystal Kim 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 is no guarantee of future results. The securities
In September of 2010, we argued that oil prices were trading on psychology and entrenched beliefs, and could possibly have a real price of $10 per barrel. Investor bullishness was driven by the belief in peak oil theory, the slow transition to electric and hybrid engines, and the use of the commodity oil as an investment in the China boom. We were early, but after topping out at $115 per barrel, WTI crude oil dropped like a lead balloon to as low as $29.42.
At a recent industry conference, we were confronted by a chart, a presentation and a song. In early 2017, we find ourselves in an investment world where the merit of stock picking and “active” portfolio management are challenged regularly, which has contributed to a mass exodus of assets from “active” funds to low-cost index portfolios. Is there a place in this world for long-duration, concentrated portfolio management as practiced by Smead Capital Management?
Danone unveils cost-cutting plan Hosted by Steve Sedgwick For more information go to www.cnbc.com. Stocks mentioned: BN 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 no guarantee of future
European banks need to work on returns on assets and equity: Pro Hosted by Steve Sedgwick 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
What does today’s stock market have in common 1999? Hosted by Geoff Cutmore and Karen Tso For more information go to www.cnbc.com. US equities are unattractive and there’s danger out there, says portfolio manager By Gemma Acton For more information go to www.bloomberg.com. Stocks mentioned: AAPL,
What to buy and sell at all-time highs Hosted by Kelly Evans & Mike Santoli For more information go to www.cnbc.com. Stocks mentioned: AAPL, HD, NFLX The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or individualized
Tony Scherrer: Look Out For Disregarded High Quality Companies By Doug Krizner and Shery Ahn For more information go to www.bloomberg.com. Stocks Mentioned: BAC The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past
Bank execs sell nearly $100 million in stocks, analyst says follow their lead Hosted by Bill Griffeth and Kelly Evans For more information go to www.cnbc.com. Article by Luqman Adeniyi. Stocks mentioned: AMZN, BAC, GS, JPM, MS, NFLX The information contained in this tv appearance
Bank CEOs Are Taking Advantage of the Post-Election Trump Rally By Natalie Walters Stocks Mentioned: BAC, GS, JPM, MS, WFC For more information go to www.thestreet.com. The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment
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