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Looking forward to normalizing rates Squawk Box hosted by Bernie Lo 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 is no guarantee of future
Unplug From Media Stocks? Maybe Not By Saumya Vaishampayan For more information go to www.wsj.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
Berkshire Increases Charter Stake, Keeps Some Trades Secret By Noah Buhayar 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.
China devalues, markets pull back Power Lunch hosted by Brian Sullivan and Melissa Lee 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 is no guarantee
Buffett Aerospace Play Signals Further Deal Ambitions: Real M&A By Brooke Sutherl and Rick Clough 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
ValueAct Capital Takes $1 Billion Stake in American Express By Robin Sidel and Liz Hoffman For more information go to www.wsj.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
With Beijing being selected to host the 2022 Winter Olympics, we at Smead Capital took a moment to reflect on China. We concluded that posturing against China’s attempt to defy business cycles could be one of the best decisions we have made and could be the gift that keeps on giving. Warren Buffett once observed that you get to make approximately 20 major business decisions in your life. As long-duration common stock pickers, we think what you avoid can be just as important as what you select. In this missive we will share why we tend to avoid companies with major exposure to China, and why that could be a good thing for stock-pickers like ourselves.
Storm clouds seem to build by the day. Many investors have an ongoing love affair with a few large-cap and more futuristic companies, yet they have corrected the prices of any stock with disappointing earnings or an attachment to the production of commodities.
Bull vs. bear: Bank of America shakeup Hosted by Simon Hobbs & Sara Eisen. 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 is no
AmEx Second-Quarter Profit Drops as Card-Spending Growth Slows By Elizabeth Dexheimer 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.
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