Author: Smead Capital Management

Best Performing Sectors in Bull Markets

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: Paul Lim is a business writer for the New York Times and he had an interesting thesis in his article

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Bill Smead on CNBC Reports (Aired July 21, 2009)

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 purchased or

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Playing Emerging Markets

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: There are very good reasons to avoid investing in emerging markets. Below is a list of some of those reasons:

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Long Bears

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: In prior missives, we at Smead Capital Management have shared with you that there is a large group of money

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The Parable of the Stock Market Sower

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: One of the most famous parables in the Bible can be found in the book of Luke, the Seventh Chapter.

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The Wrong Premiums

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: At the start of the year, we at Smead Capital Management predicted that 2009 would be like 1988. In the

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Peak Oil Mini-Me

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: Mike Myers is a very talented writer and comedian. His Austin Powers movies really hit my funny bone. In the

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Stomach Reinforcement

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: There are two opinions we hold at Smead Capital Management which are very contrary to the conventional wisdom in the

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