Author: Smead Capital Management

CNBC Street Signs: Bill Smead on US Tariffs

American president is a ‘wheeler dealer,’ hence the tariffs: Pro Street Signs hosted by Joumanna Bercetche and Willem Marx   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

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Reuters: Bill Smead on Marketing to Gen Z

As millennials age, more U.S. companies look ahead to Generation Z By David Randall For more information go to www.reuters.com. Stocks mentioned: AXP, DISCA The information contained in this article represents Smead Capital Management’s opinions, and should not be construed as personalized or individualized investment

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2018: The Math is Simple

We believe the math of common stock investing is pretty simple. When you buy a stock without leverage, you can only lose your original investment. Your gains can be unlimited over the longest term (long duration). Most of the benefit (90%) of diversification is reached by owning a twelve-to-eighteen stock portfolio, if the owners are willing to put up with the relatively random way returns are handed out over time. Valuation matters dearly to portfolio results. Stocks purchased at depressed prices (as a group) outperform those which are more expensive over longer-run time periods.

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Bloomberg: Bill Smead on Starbucks Investors

Starbucks Investors Nervously Contemplate Life Post Schultz By Leslie Patton Stocks mentioned: SBUX 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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Reuters: Bill Smead on Schultz Resignation

Starbucks executive Schultz to step aside, mulling ‘range of options’ By Lisa Baertlein, Alana Wise For more information go to www.reuters.com. Stocks mentioned: SBUX The information contained in this article represents Smead Capital Management’s opinions, and should not be construed as personalized or individualized investment

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CNBC Closing Bell: Bill Smead on Market Averages

Major averages on pace for best month since January Hosted by Kelly Evans 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

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CNBC Closing Bell: Bill Smead on Market Noise

The international stuff is just noise, says market expert Hosted by Kelly Evans Stocks mentioned: LEN 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.

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Imagining the Stock Market in Ten Years

What will the next ten years look like in the U.S. stock market? As we often do, we refer you to one of our favorite songs, “I Can Only Imagine,” and a book by George Friedman, The Next 100 Years. We believe the best performing securities of the next ten years will be very different from the securities and the sectors which currently capture the “popular imagination” of investors.

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