Sales Desk – US   877.701.2883
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Sales Desk – US   877.701.2883
Sales Desk – International   +353 1 525 9677

US INVESTORS
Non-US INVESTORS

Author: Smead Capital Management

The Only Game in Town

At the end of my freshman year in college (1977), my brother-in-law’s twin brother called me to ask if I wanted to go to the sixth game of the NBA Finals in Portland. I was a huge Trailblazer fan and was thrilled to sit in the top row of Memorial Coliseum, which held 12,665 fans. Not only was it an unbelievable experience for a lifelong fan (the Blazer’s won), but it was even more powerful because professional basketball was “the only game in town.” No other major professional sport (football, basketball, baseball) existed in Portland in 1977 and there is only one in town today.

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June 12, 2017

Bloomberg Daybreak Asia: Tony Scherrer on Wells Fargo

Wells Fargo Board Members Survive Shareholder Vote By Betty Liu and Yvonne Man For more information go to www.bloomberg.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 performance is

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April 26, 2017

Sentimental Journey

Like a good attorney, we rarely ask a question for which we don’t have the answer. In the case of looking at sentiment in the economy and in the stock market, we like watching to get a feel for what our professional and individual investor clients are going through to see if it matches what we are hearing and seeing. The bifurcation in the economic sentiment surveys is that sentiment and confidence in economic growth are high, but those enthusiasms have yet to show up in real Gross Domestic Product (GDP) growth.

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April 25, 2017

WSJ: Bill Smead on American Express Results

American Express Results Decline Less Than Expected By AnnaMaria Andriotis and Anne Steele For more information go to www.wsj.com. Stocks mentioned: AXP 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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April 20, 2017

Bloomberg Daybreak Asia: Tony Scherrer on Bank Earnings

BofA, JPMorgan, Citigroup Report Strong Earnings By Betty Liu and Yvonne Man For more information go to www.bloomberg.com. Stocks Mentioned: BAC, C, GS, JPM, WFC 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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April 20, 2017

WSJ: Bill Smead on Bank of America

Bank of America Reports Jump in Earnings By Rachel Louise Ensign For more information go to www.wsj.com. Stocks mentioned: BAC 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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April 18, 2017
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