Author: Smead Capital Management

CIO Bill Smead quoted by CNBC.com (10/13/2009)

“The weakness in the dollar is going to be incredibly good for the large drug companies over the next three to five years, as the emerging market nations load up brand new hospitals and brand new health clinics with products. We want to provide that

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1982 or 2009: Pick Your Poison

William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: 1982 The stock market bottomed in August of 1982 just below 800 on the Dow Jones Industrial Average (DJIA) during the worst

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Battle of the Heavyweights

William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Dear Fellow Investors: We are witnessing one of the greatest battles to control the hearts and minds of investors that we at Smead Capital Management have just about ever seen. In one

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Portfolio Manager Bill Smead quoted by Reuters (9/28/2009)

Starbucks debuts Via instant coffee in U.S., Canada by Lisa Baertlein For more information go to www.reuters.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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Cult Stocks

William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: There are amazing financial and psychological rewards that can come from what we call Cult Stocks. At Smead Capital Management (SCM), we’ve

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Peak Oil Mini-Me Part 2

William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Clients and Prospective Clients: We at Smead Capital Management (SCM) wrote a piece a few months ago called “Peak Oil Mini-Me” in which we

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