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Sales Desk – International  +353 1 525 9677
BofA, JPMorgan, Citigroup Report Strong Earnings By Betty Liu and Yvonne Man For more information go to www.bloomberg.com. Stocks Mentioned: BAC, C, GS, JPM, WFC The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice.
Bank of America Reports Jump in Earnings By Rachel Louise Ensign For more information go to www.wsj.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 performance is no guarantee
Smead: Normal fears creating normal corrections Hosted by Kelly Evans Stocks mentioned: JPM, BAC, C, GS 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 results.
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
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