Author: Smead Capital Management

Quite a Contrast

William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: On November 13th, CNBC writer Jeff Cox shared the findings of a recent survey of major institutional investors put out by Bank

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CIO Bill Smead quoted by Dow Jones Newswire (11/17/2009)

Home Depot 3Q Earnings Off 8.9%;Boosts Year Pft View by Mary Ellen Lloyd For more information go to www.djnewswires.com. The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no guarantee of

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CIO Bill Smead quoted by Dow Jones News (11/17/2009)

After Two-Year Hiatus, Home Depot Buying Back Shares by Mary Ellen Lloyd For more information go to www.djnewswires.com. The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no guarantee of future

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CIO Bill Smead quoted by MarketWatch (11/16/2009)

Home Depot results may signal some improvement by Andria Cheng For more information go to www.marketwatch.com. The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no guarantee of future results. The

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CIO Bill Smead quoted by MarketWatch (11/12/2009)

Wal-Mart profit tops view; outlook may fall short by Andria Cheng For more information go to www.marketwatch.com. The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no guarantee of future results.

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Insider Buying

William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: The Wall Street Journal reported on Nov. 2nd that non-financial publicly traded companies were holding more cash on their balance sheets than

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CIO Bill Smead on CNBC’s Squawk Box (11/06/09)

The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no guarantee of future results. The securities identified and described in this tv appearance do not represent all of the securities

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CIO Bill Smead quoted by MarketWatch (11/5/2009)

Starbucks lifts outlook on improving trends by Matt Andrejczak For more information go to www.marketwatch.com. The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no guarantee of future results. The securities

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The Stages of a Bull Market

William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: We’ve experienced a sharp pull back in the “Greatest Bull Market Nobody Loved”. While this market takes an intermission, we at Smead

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