Author: Smead Capital Management

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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CNBC Asia Squawk Box: Cole Smead, CFA on Global E-commerce

This portfolio manager says Amazon’s valuation is ‘obscene’ Hosted by Akiko Fujita Stocks mentioned: AMZN 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

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CNBC Closing Bell: Bill Smead on Current Markets

This is the second big bull market in oil: Expert Hosted by Kelly Evans Part 1 Part 2 Stocks mentioned: AAPL, DIS The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance

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Stretching for Gilded Poles

Elon Musk is possibly the most interesting man in the world, in our opinion. His nobility comes from his past as a founder of PayPal, but his popularity only grows in this era as he seeks to tackle big projects that include the car business, space, mass transit and other subjects. Rarely in an era does one person rise to this height of importance attributed to them by the society and time they live in. As an example, his cameo on the CBS show “The Big Bang Theory” crowned his popularity in 2015. What we’d like to do is look at the rhymes of history to ascertain where we are as the pendulum swings and if there are other symptoms today that are needed to guard our independent thinking as investors. Let’s look back in time at an analogous period of global history.

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Bloomberg Daybreak Asia: Cole Smead, CFA on Tech Giants

Bloomberg Daybreak Asia: Smead: Apple Very Different From Other Tech Giants Hosted by Caroline Hepker and Markus Karlsson For more information go to www.bloomberg.com. The information contained in this interview represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past

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CNBC London: Cole Smead, CFA on Investing in Apple

How Apple is like the cigarette business, according to one… World Wide Exchange hosted by Steve Sedgwick and Geoff Cutmore For more information go to www.cnbc.com. Stocks mentioned: AAPL   The information contained in this tv appearance represents SCM’s opinions, and should not be construed

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