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Sales Desk – US 877.701.2883
Sales Desk – International +353 1 525 9677
A-rated Smead: six reasons the US economy is the new ‘big long’ Modern Investor by Chris Sloley For more information go to www.moderninvestor.com. Stocks mentioned: JPM, WFC The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or
Central bank medicine becoming ‘poison’: Expert By Jacob Pramuk For more information go to www.cnbc.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 future results. The securities
Don’t buy talk, buy action: Smead Hosted by Sara Eisen, Carl Quintanilla and Simon Hobbs 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
I recently saw the movie, The Big Short. While the movie entertained as much as the book, the movie’s release coupled with the rough start to the year probably left a lot of investors feeling anxious. As long-duration common stock owners, we at Smead Capital Management believe a review of the circumstances preceding the financial meltdown of 2007-2009 and a comparison to where we are now in the U.S. economy would be helpful. Since residential real estate was the centerpiece of the movie, and traditionally is a centerpiece of our economy, we will dub our current view as “The Big Long.”
Taking Stock Hosted by Pimm Fox and Oliver Renick Stocks mentioned: JPM
Pfizer 2016 forecast disappoints By Brendan McDermid For more information go to www.reuters.com. Stocks mentioned: PFE, AGN 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 guarantee
These areas priced for recession: Pro Hosted by Brian Sullivan 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 of future results.
At Smead Capital Management we are in the business of attempting to gain a clear understanding of what we refer to as a “Well Known Fact.”…
With that in mind, as we assess what has gone on in the back-half of 2015, we are cognizant of the question we get asked about the most. This question beats most others by a wide margin: what is our view of the commodity complex in general, and oil in particular?
Will rate hike produce ‘collateral damage?’ Hosted by Joe Kernen and Andrew Ross Sorkin For more information go to www.cnbc.com. For the full story go to www.cnbc.com. The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or
Fed rate rise: how top equity managers plan to pounce Citywire Global by Chris Sloley, Emily Blewett, and Silvia Sciorilli Borrelli For more information go to www.citywireglobal.com. The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or
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