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Icahn Wants eBay To Spin Off Its PayPal Business By Alistair Barr For more information go to www.usatoday.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
EBay Says Icahn Proposes PayPal Spinoff, Board Nominees By Brian Womack 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.
In his 1980 book, Contrarian Investment Strategy, David Dreman opens with an analogy comparing the stock market to a casino with two distinct sides. The “red” room has lots of action and an occasional player striking it rich quickly. In effect, you become royal. Unfortunately, most of the players leave without the money with which they entered, because the house has the odds stacked heavily in its favor. The other side, the “green” room, was very quiet with numerous players slowly stacking up a large pile of chips and most of the players winning. The odds were stacked in their favor against the house, but nobody ever ordained them to get rich quickly.
Upstart Managers School Sage of Omaha By Anupreeta Das For more information go to www.online.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
Wells Fargo Ends 2013 as America’s Most Profitable Bank By Antoine Gara 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 advice. Past performance is no guarantee of future
Since our thinking is always dominated by owning businesses which meet our eight investment criteria in a long-duration time frame, we continue to remain vigilant of the circumstances around us. To that end, we thought it would be helpful to review a similar historical situation and glean a feel for what was wise behavior back then and what might be wise behavior as we look forward to the year 2014.
Healthy market correction? Here’s how to play it Squawk Box Europe hosted by Steve Sedgwick, Karen Tso and Carolin Roth To read the full story go to www.cnbc.com. Â The information contained in this tv appearance represents SCM’s opinions, and should not be construed as
Merck Turnaround Is Working Out Well By Johanna Bennett 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
As earnings approach, bank investors look to future By Sital S. Patel For more information go to
Malcolm Gladwell is a fantastic writer and his new book, David and Goliath, got us thinking about his current thesis: David as a poster child for underdogs is a mistake. Gladwell contends that David had significant advantages over Goliath. In true Gladwellian form, he incorporates a myriad of disciplines to defend his thesis. And in true Smeadwellian fashion, we would like to add stock picking to the list of disciplines that strengthen Gladwell’s argument.
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Smead Value FundSmead International Value Fund
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