“The weakness in the dollar is going to be incredibly good for the large drug companies over the next three to five years, as the emerging market nations load up brand new hospitals and brand new health clinics with products. We want to provide that to them.” – CIO Bill Smead
When you grow up with a father who worked in the brokerage business, you hear a lot of stories. The especially interesting ones are those about the investment business in the 1980s. Many...
⟶ Keep ReadingU.S. economy is being held up by higher earners, fund manager says Squawk Box Europe The information contained in this tv appearance represents SCM’s opinions, and should not be […]
⟶ Keep Reading12 Consumer Stocks That May Hold Up Well in a Downturn. By Paul R. La Monica For more information go to www.barrons.com. Stocks mentioned: SPG, MAC, ULTA The information contained […]
⟶ Keep ReadingInvestors who have come to us in the last three to four years are probably wondering if we’ve been here before. By here, we mean a stretch of significant underperformance relative to our...
⟶ Keep ReadingWarren Buffett’s waiting for a ‘wild swing’ to the downside for stocks, says veteran Berkshire watcher By William Watts Stocks mentioned: BRK For more information go to www.marketwatch.com. The information […]
⟶ Keep ReadingBuffett’s Berkshire posts record profit on insurance, investments By Jonathan Stempel For more information go to reuters.com. Stocks mentioned: BRK The information contained in this tv appearance represents SCM’s […]
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