“What we see right now is a transition period from the enormous surge in economically sensitive things to investors going back to what they should care about, which is how long is a franchise going to last, how well is the company going to do for the next 3 to 5 years,” Bill Smead told CNBC.
As bottom-up stop pickers and long-term investors, sentiment indicators don't rank very high on our list of important considerations. However, there are times when extremes of sentiment occur and can have an impact...
⟶ Keep ReadingBank stocks are cheap compared to the S&P 500: Bill Smead Hosted by Charles Payne Stocks mentioned: OVV, APA, DVN For more information go to Bank stocks are … Fox Business:...
⟶ Keep ReadingCharlie Munger, Who Helped Buffett Build Berkshire, Dies at 99 By Noah Buhayar For more information go to www.bloomberg.com. Stocks mentioned: BRK The information contained in this article represents SCM’s … Bloomberg: Cole...
⟶ Keep ReadingCharlie Munger was ‘the punk rocker of Wall Street’: Analyst By Seana Smith and Luke Carberry Mogan For more information go to finance.yahoo.com. Stocks mentioned: BRK The information contained in … Yahoo Finance:...
⟶ Keep ReadingWatch CNBC’s full interview with Bill Stone and Bill Smead For more information go to www.cnbc.com. Stocks mentioned: BRK The information contained in this tv appearance represents SCM’s opinions, and … CNBC ‘The...
⟶ Keep ReadingAfter Munger’s death, Berkshire succession comes into focus By Jonathan Stempel For more information go to reuters.com. Stocks mentioned: BRK The information contained in this tv appearance represents SCM’s … Reuters: Bill...
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