Author: Smead Capital Management

Barron’s: Tony Scherrer on Banks

Market Rains on Banks’ Earnings Parade By Ben Walsh For more information go to www.barrons.com. Stocks mentioned: BAC, JPM, WFC 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 Daybreak Americas: Tony Scherrer on Financials

Citigroup Equities Trading Revenue Surges, Fixed-Income Stumbles By David Westin and Alix Steel Stocks mentioned: C, JPM, WFC 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

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CNBC Asia Squawk Box: Tony Scherrer on Forward Guidance

Look out for a ‘pretty good’ earnings season: Researcher Hosted by Sri Jegarajah and Akiko Fujita 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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Is Good Health Worth the Cost?

Printable Version “The future is never clear, and you pay a very high price in the stock market for a cheery consensus. Uncertainty is the friend of the buyer of long-term values.” — Warren Buffett Dear fellow investors, During the season opening baseball game for

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CNBC Closing Bell: Bill Smead on the Market Rally

Markets experience a ‘Kudlow rally’ says investment officer Hosted by Kelly Evans Stocks mentioned: AMZN, 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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CNN Money: Bill Smead on the Price of Amazon

Amazon stock sinks following Trump’s attacks By Nathaniel Meyersohn For more information go to www.money.cnn.com. Stocks mentioned: AMZN 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

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Bloomberg: Bill Smead on Amazon

Amazon’s High Stock Price Might Just Be the Real Problem By Janine Wolf Stocks mentioned: AMZN 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

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The Heart of the Matter

I came across a book titled The Matter of the Heart by Tom Morris that is a great history of the medical accomplishments and advances for the human heart. Mr. Morris details eleven operations and their evolutionary success over the course of the book. What amazed me in his book is how the practitioners had to take risk and balance benefits at levels other weren’t comfortable with. This duress in is not dissimilar to the pressure the markets place on the oversight of an investor’s capital. His stories have powerful implications for how we can look at other fields of study. It effects how sentiment can ebb and flow, while creativity, entrepreneurialism and passion grind on to a brighter future.

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CNBC Closing Bell: Cole Smead, CFA on Avoiding Excitement

We are very bullish on stocks assuming there’s no trade war, says… Hosted by Kelly Evans and Mike Santoli 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

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