Author: Smead Capital Management

CNBC Asia Squawk Box: Bill Smead on US Market Volatility

The market sell-off is only ‘shocking’ because investors got used to smooth sailing Hosted by Bernie Lo & Martin Soong For more information go to www.cnbc.com. Article by Saheli Roy Choudhury. The information contained in this tv appearance represents SCM’s opinions, and should not be

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Bloomberg Businessweek: Bill Smead discusses American Express

AmEx’s Biggest Problem May Be All Those Executives It Let Leave By Jennifer Surane Stocks mentioned: AMEX For more information go to www.businessweek.com. 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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WSJ: Bill Smead on Wells Fargo

Fed Rebuke Costs Wells Fargo About $29 Billion in Lost Market Value By Emily Glazer For more information go to www.wsj.com. Stocks mentioned: WFC 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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Value Investing’s Dark Hour

Is the underperformance by most large-cap value investing strategies in this lengthy bull market the “darkest hour” for value investors? This is the longest underperformance stretch of four relatively poor stretches for value in the last 80 years.

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CNBC Squawk Box: Tony Scherrer on “Under Loved” Stocks

‘Do not get lulled to sleep’ by the one-direction market Hosted by Bernie Lo 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. Past performance is no

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Risk is Not High Math

Long term success in common stock ownership is much more about patience and discipline than it is about mathematics. There is no better arena for discussing this truism than in how investors measure risk. It is the opinion of our firm that measuring a portfolio’s variability to an index is ridiculous, because it is impossible to beat the index without variability.

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Bloomberg Markets: Bill Smead on the Housing Market

This Rare Bear Who Called the Crash Warns Housing Is Too Hot Again By Prashant Gopal Stocks mentioned: LEN, NVR 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

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CNBC Closing Bell: Tony Scherrer on Record Markets

Closing Bell Exchange: Stocks on pace to close at records after… Hosted by Kelly Evans and Michael Santoli Stocks mentioned: NFLX 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 Closing Bell: Bill Smead on Winners and Losers

Dow Transports post 7-day win streak Hosted by Kelly Evans and Michael Santoli 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. Past performance is no guarantee

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Financial Times: Bill Smead on Big Banks

Five things to look out for in US bank earnings By Ben McLannahan For more information go to www.ft.com. The information contained in this article represents Smead Capital Management’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no

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