Smead Blog

The investment marketplace suffers from information overload. Smead Capital Management seeks to cut through the cacophony of other media resources to focus on what is important to long-term common stock ownership. This comes through our missives, quarterly newsletters and appearances in the media to provide thought leadership for our potential and current investors.

Yahoo Finance: Bill Smead on Warren Buffett’s Advice

Happy birthday, Warren Buffett: One of the investing legend’s best tips By Brian Sozzi For more information go to finance.yahoo.com. Stocks mentioned: BRK 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 […]

08/30/20 by

Barron’s: Cole Smead, CFA on Ulta Earnings

Ulta Stock Is Soaring Because You Don’t Need Makeup to Make These Earnings Look Good By Teresa Rivas For more information go to www.barrons.com. Stocks mentioned: ULTA 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. […]

08/28/20 by

The Inflation Cocktail is Being Mixed

In a recent interview with CNBC, a reporter asked us why Berkshire Hathaway (BRK) was buying Barrick Gold common stock shares. As a high school and college student in the 1970s, my education was formed during a time of explosive inflation and included the economic problems which came with consistently rising prices. Although that was long ago, after the interview, I decided to look up the definition of inflation to remind myself. […]

08/25/20 by

Barron’s: Bill Smead on Target

Target Stock Pops 8% Because Its Sales Are Way Better Than Walmart’s By Teresa Rivas For more information go to www.barrons.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 identified and described in […]

08/19/20 by

CNBC: Bill Smead on Buffet’s Gold Bet

Warren Buffett’s unusual gold bet could act as a great hedge against his ‘hot beta’ Apple stake By Yun Li Stocks Mentioned: BRK.b For more information go to www.cnbc.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 […]

08/18/20 by