Our Views

CM Update - OPEC CONTEMPLATES EASING OFF SUPPLY CUTS - MORE EVIDENCE OF A TIGHT MARKET

Posted by CM Advisors on May 30, 2018 3:09:30 PM

 


On May 29, 2018, Century Management posted a report that discusses its latest thoughts on oil.   

 

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Century Management's Brilliant Says Apple Repatriation Won't Move Markets

Posted by CM Advisors on Jan 23, 2018 1:31:38 PM

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James Brilliant, Century Management Investment Advisors co-CIO, discusses with Bloomberg's Julia Chatterly and Scarlett Fu on Bloomberg Markets:

  • The impact of Apples repatriation of assets.
  • What fed rate hikes could mean for bond investors.
  • Synchronized global growth in 2018.
  • Deregulation and tighter labor markets we believe leads to domestic wage growth.
(Source: Bloomberg).

 

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Five-star manager says bond market's fear is overblown

Posted by CM Advisors on Jan 18, 2018 11:00:59 AM

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On January 12, 2018, MarketWatch interviewed Jim Brilliant for his thoughts on whether the shrinking gap between high-yield bonds and Treasuries is typically a warning of bad times ahead.  Jim believes it's different this time.

 

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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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Century Management's Brilliant Says Oil Industry Resilient to Storms

Posted by CM Advisors on Sep 14, 2017 12:16:46 PM

 

Century Management's Brilliant Says Oil Industry Resilient to Storms

James Brilliant, Century Management Investment Advisors co-CIO, discusses the impact of Hurricane Harvey on the oil industry with Bloomberg's Julia Chatterley and Joe Weisenthal on "What'd You Miss?" (Source: Bloomberg).

 

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Forbes Interview of James Brilliant, CFA

Posted by CM Advisors on Aug 29, 2017 5:09:29 PM

Forbes interview of Jim Brilliant, CFA.  

Jim Brilliant, CFA, CIO, and portfolio manager for the CM Advisors Fixed Income Fund (CMFIX), was interviewed by Forbes’ own Wallace Forbes on August 10, 2017. The title of the interview wasLoading Up On Bonds Of Companies That Have Gotten Priced As If They're Never Going To Survive

      

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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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Barron's: "Top Fund Manager Sees Value in Offshore Drillers

Posted by CM Advisors on Mar 8, 2017 3:50:00 PM

 

Read the Barron's article about opportunities in offshore drillers here.

 

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MarketWatch: "If you think bonds are too dangerous now, think again"

Posted by CM Advisors on Feb 7, 2017 5:04:00 PM

On February 7, 2017 MarketWatch interviewed Jim Brilliant for his thoughts on bonds.  Here's an excerpt:

You’ve probably read recent headlines telling you to stay away from bonds because interest rates are rising. But such conventional wisdom might not make sense if you are looking for income and have the patience to stick with a long-term strategy...

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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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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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