Teck says Glencore bid remains ‘non-starter,’ but leaves door open for suitors By Amanda Stephenson For more information go to www.thecanadianpressnews.ca. Stocks mentioned: GLEN The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past
Battle for Teck’s assets just beginning as company backtracks on split: Analysts By Holly McKenzie-Sutter For more information go to www.bloomberg.com. Stocks mentioned: GLEN The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance
How a Star Banker Supercharged a Struggling Financial Stock by Patricia Kowsmann For more information go to www.wsj.com. Stocks mentioned: UCG 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
As we end the first quarter of 2023, the Federal Reserve Board is trying to decide whether “to be or not to be” the inflation fighter. The stock market is struggling with an effort by the Federal Reserve Board to strangle inflation with tight monetary policy. This is in response to their ignoring inflation 18 months ago by calling it “transitory.” As James Grant said recently on Bloomberg, “They were in consensus that it was transitory and now they are in consensus that they need to tighten.” In other words, should we suffer from “outrageous” inflation or “take arms against a sea of (economic) troubles.” […]
To kick off the beginning of 2023, there continues to be a bias we see in equity investor portfolios. These portfolios have many of the traits investors see at the endpoints of the economy like software, consumer products and computer chips. What they often don’t own or under-own are the building blocks of the economies of the world. These tangible products drive construction, power transportation or enhance production. We believe this is particularly true in producers of oil, for the movement of goods, and the production of commodities that create most of the electricity like natural gas and coal. We get excited for the prospects surrounding this phenomenon because there is nothing better than a lack of competition in the ownership of economically-needed products. Our investors are buying unwanted assets. […]
Buffett’s silence on certain sectors speaks volumes, says Bill Smead Stocks mentioned: BRK 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
Energy demand will increase with tech demand, says Smead Capital’s Cole Smead Stocks mentioned: CVX, COP, XOM 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
Don’t Expect the Housing Market to Crash. A Slow Rebound Is Coming, Our Roundtable Pros Say. By Shaina Mishkin For more information go to www.barrons.com. Stocks mentioned: DHI The information contained in this article represents SCM’s opinions, and should not be construed as personalized or
Bill Smead Drive to Close (Audio) Hosted by Doug Krizner and Jess Menton 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
ECB approves UniCredit’s share buyback plan ahead of AGM By Silvia Sciorilli Borrelli 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
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