Author: Smead Capital Management

CNBC Closing Bell: Bill Smead on Market Fears

Dow sells off more than 700 points on trade war fears Hosted by Kelly Evans Part 1 Part 2 Stocks mentioned: FB 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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CNBC Asia Squawk Box: Cole Smead, CFA on Benevolent Tech

US markets are more concerned about technology firms Hosted by Bernie Lo 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. The

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Betting Against the Flows

Money flowed into passive investment vehicles at an ever-increasing rate in 2017. It was a record year for these products designed to replicate a stock market index and agnostically own a basket of securities without discretion. As investors who build our portfolios from the ground up through careful security selection, we think the ramifications of this passive ideology should be revisited, as we believe its impact will be felt in our markets for the foreseeable future.

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The World is Not Enough

A few weeks ago, I caught myself pulled in by an old James Bond classic, The World is Not Enough, starring Pierce Brosnan. In the movie, an oil heiress, Elektra King, is kidnapped. While in captivity, she becomes a victim to Stockholm Syndrome and plots with her captor to destroy an oil pipeline running to the Bosphorus Sea. There is a scene in the movie that encapsulates where we are in today’s stock market environment

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CNBC Closing Bell: Bill Smead on Trade-War Fears

Markets trade in wide-swinging range on trade-war fears Hosted by Bill Griffeth and Michelle Caruso-Cabrera 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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Bloomberg: Tony Scherrer on Wells Fargo

Wells Fargo’s Critics Unappeased as Four Directors to Leave By Laura J. Keller and Shahien Nasiripour Stocks mentioned: 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.

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TheStreet.com: Bill Smead on China’s Power Moves

How China’s Xi Jinping’s Power Moves May Affect Your Portfolio By Scott Gamm For more information go to www.thestreet.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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Buffett Whispers of Danger

In the 2017 Berkshire Hathaway Annual Letter, Warren Buffett told us what he is doing, and, in as quiet a voice as he could use, what he says to do. Our readers will not be surprised at our summation of Buffett’s letter, but here we go anyway.

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