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Author: Smead Capital Management

Our Place in This World

At a recent industry conference, we were confronted by a chart, a presentation and a song. In early 2017, we find ourselves in an investment world where the merit of stock picking and “active” portfolio management are challenged regularly, which has contributed to a mass exodus of assets from “active” funds to low-cost index portfolios. Is there a place in this world for long-duration, concentrated portfolio management as practiced by Smead Capital Management?

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February 21, 2017

CNBC Earnings Central Europe: Cole Smead on Consumer Staples

Danone unveils cost-cutting plan Hosted by Steve Sedgwick For more information go to www.cnbc.com. Stocks mentioned: BN 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

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February 15, 2017

CNBC Markets Now Europe: Cole Smead on Banks

European banks need to work on returns on assets and equity: Pro Hosted by Steve Sedgwick 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

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February 15, 2017

TheStreet.com: Tony Scherrer on underowned banks

Bank CEOs Are Taking Advantage of the Post-Election Trump Rally By Natalie Walters Stocks Mentioned: BAC, GS, JPM, MS, WFC 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

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January 24, 2017

Bloomberg Daybreak Asia: Bill Smead on US value stocks

Bill Smead: There’s a Lot of Value in U.S. Stocks By Julie Hyman and Yvonne Man For more information go to www.bloomberg.com. Stocks Mentioned: DHI 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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January 24, 2017

The Frightful Five and Investors’ Lament

We are great admirers of the writing of the elite business publications like The New York Times and The Wall Street Journal. They recently stepped into one of our favorite subjects, technology company hegemony, which has developed in the business world in recent years. Here is Webster’s definition of hegemony:

Hegemony. 1 : preponderant influence or authority over others : domination 2 : the social, cultural, ideological, or economic influence exerted by a dominant group.

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January 17, 2017
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