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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
Rate Liftoff Gives a Boost to U.S. Stocks By Sarah Krouse and Katy Burne For more information go to www.wsj.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
We make no effort at Smead Capital Management to have any control over stock market results, volatility, unpredictability and relative performance. We haven’t got any special ability to know what stocks will do next year or how we will fare on a relative basis. What we do try to control is what we own, how cheap it is, how often we make changes to our portfolio (we subscribe to “lethargy bordering on sloth”—Warren Buffett) and what kind of quality we demand from the companies we buy and own.
How to handle your dividend stocks Hosted by Kelly Evans Bill Griffeth For more information go to www.cnbc.com. Stocks mentioned: None 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
Time and coincidence often cloud our own perception. Consider interest rates. Most Baby Boomers and Generation Xers became adults (21 or older) between 1965 and 2005. During that period, these adults witnessed an aberration in the history of interest rates—monumental highs (20%) and levels consistently above historical norms.
As long-duration common stock owners and investors, we focus on our bottoms-up stock picking and seek to analyze the micro-economics of each industry involved. However, the importance of oil prices to the economy of the U.S. and its effect on inflation helps determine the intrinsic value of our companies. While we currently own no energy companies in our portfolio, we would like to pause and see what the rhymes of history can tell us about the circumstances of today.
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