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Everything in Moderation
[...] We have taken the view that our eight criteria for stock selection will guide us to invest in great companies at very favorable valuations allowing us to be able to compound our...
⟶ Keep ReadingCNBC The Exchange: Cole Smead, CFA on Opportunities in Individual Equities
Indexes are struggling but opportunity exists in individual equities, says Cole Smead For more information go to www.cnbc.com. Stocks mentioned: LEN The information contained in this tv appearance represents SCM’s … CNBC The...
⟶ Keep ReadingOil Stock Disconnect
[...] Fortunately for us, push eventually comes to shove. Since there is no end in sight in the demand for fossil fuels and there is only criticism for those who are poking holes...
⟶ Keep ReadingStock Investors in Barbieland
[...] Investors should fear death like Barbie did. We call it stock market failure. These valuations won’t go up like a six-inch heel. Flats may be more fitting for thinking about stock returns...
⟶ Keep ReadingInflation Expectations
[...] We especially like DR Horton (DHI), Simon Property Group (SPG) and Apache Petroleum (APA), as ways to get our share of the profits from a very overvalued stock market. It is a...
⟶ Keep ReadingInvestor’s Business Daily: Bill Smead on Berkshire
 Warren Buffett Keeps Getting Older. Berkshire Hathaway Stockholders Are Getting Uneasy By Aparna Narayanan For more information go to investors.com. Stocks mentioned: BRK The information contained in this tv … Investor’s Business...
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