Author: Smead Capital Management

Barron’s: Bill Smead on Target and Demographics

Target’s Strong Earnings Lift Stock to Record High By Teresa Rivas For more information go to www.barrons.com. Stocks mentioned: TGT 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

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Bloomberg: Bill Smead on the Health Care Sector

Investors Pile Into Health to Shield Holdings From Trade War By Tatiana Darie For more information go to www.bloomberg.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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Barron’s: Tony Scherrer, CFA on Home Depot

The Market Can’t Decide If Home Depot’s Earnings Are Worth Celebrating By Teresa Rivas For more information go to www.barrons.com. Stocks mentioned: HD The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance

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Smoked in 1999 or Vaped in 2018: What You Pay Buying Shares Matters

It is no secret that the U.S. stock market has been completely addicted to discounting the future success of the most popular technology stocks. Momentum-based growth investing has had many bouts of success in the past, but this is the first episode in an era where indexed mutual funds and exchange traded funds (ETFs) were the largest aggregate owners of the largest capitalization companies. In comparison, as recently as 20 years ago, individual and institutional investors were the biggest aggregate owners of the nation’s largest companies through direct ownership. It is almost like the old-time owners of individual stocks were smoking cigarettes and today’s owners are vaping.

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Barron’s: Bill Smead on Anemic Recovery

Morning Movers: Apple Lifts Tech While Trade Hits the Dow 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

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CNBC Closing Bell: Bill Smead on Overpriced Tech

Tech names are overpriced, says Ariel Investments’… Hosted by Sara Eisen and Wilfred Frost 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

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CNBC Closing Bell: Bill Smead on Increasing Yield

US 10-year yield rises as bank stocks surge Hosted by Sara Eisen and Wilfred Frost Stocks mentioned: C, JPM, MS, WFC 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

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CNBC Power Lunch: Cole Smead, CFA on Looming Trade War

Major averages aim for third straight week of gains Hosted by Tyler Mathisen, Michelle Caruso-Cabrera, and Melissa Lee For more information go to www.cnbc.com. The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or individualized investment advice.

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CNBC Closing Bell: Bill Smead on Market High

Market high is bullish signal, says expert Hosted by Sara Eisen and Wilfred Frost Stocks mentioned: BAC, C, GS, JPM, MS, NFLX, WFC The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past

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