Our Views

The Long-Term Price of Oil Hangs on the Short-Term Focus of Consensus

Posted by CM Advisors on Sep 28, 2017 3:55:41 PM

On September 20, 2017, Century Management posted a report that discusses its latest thoughts on oil.  

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Topics: News, Commentary, Our Views

CM Energy Industry Update - March 2017

Posted by CM Advisors on Mar 14, 2017 2:43:00 PM

 

Jim Brilliant, CFA® and Scott Van Den Berg, CFP® provide an update on our investments in the energy sector and what we see in the years ahead.  We believe that the case for oil and energy markets is bullish.

 

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Topics: Commentary, Video, Our Views

Will Rising Interest Rates Impact Fixed Income?

Posted by CM Advisors on Feb 6, 2017 10:05:00 AM

Until recently, the Fed has been the only game in town providing stimulus to the economy. Now, we believe members of the Federal Reserve have to contemplate the potential effects of President Trump’s pro-growth fiscal policy:

  • We think the Fed has to be careful in this new environment, and that they will stick with modest, gradual rate hikes until they see growth in real GDP getting closer to 3%.
  • In our opinion, the Fed wants to get out of this "lower-for-longer" environment.  

We’ve seen low interest rates rencourage people to stretch for yield by purchasing stocks that pay high dividends like consumer staples and utilities.  As a result we believe those sectors are not cheap.  Bonds provide an alternative for those seeking income.

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Topics: Highlights, Commentary, Video

CM Energy Industry Update - December 2016

Posted by CM Advisors on Dec 23, 2016 4:36:00 PM

 Jim Brilliant, CFA® and Scott Van Den Berg, CFP® provide an update to Century Management's thoughts on the energy markets.

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Topics: Commentary, Video, Our Views

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Fixed Income, Value Approach

As a total total return bond fund, we have the flexiblity to invest in treasuries and corporate bonds of any maturity or credit quality. Given the current economic climate, we are focused on a mix of short-term U.S. Treasuries and corporate bonds. 

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