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

US INVESTORS
Non-US INVESTORS

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

US INVESTORS
Non-US INVESTORS

Author: Smead Capital Management

What’s the Market’s Biggest Risk?

When meeting with clients throughout the country, investors ask if we are worried about various well-vetted and well-known negatives. The list includes what the Federal Reserve Board might or might not do, China’s slowdown, emerging market struggles, plummeting commodities, dollar strength and the uncertainty over who will become President of the U.S. in 2017. We think investors are really asking us, “what’s the market’s biggest risk?”

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September 29, 2015

CNBC Asia–Street Signs: Bill Smead on interest rates

Yellen’s speech means 2015 hike is back on the table Hosted by Martin Soong and Oriel Morrison 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

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September 25, 2015

CNBC–Closing Bell: Bill Smead on markets and millennials

Amgen looks spectacular Hosted by Kelly Evans. For more information go to www.cnbc.com. Stocks mentioned: AXP, BAC, AMGN 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

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September 24, 2015

Barron’s: Tony Scherrer discusses bio-techs

Amgen: Cheap Stock, Blockbuster Pipeline By Johanna Bennett For more information go to www.barrons.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 identified

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September 11, 2015

Competing with the Alpha and the Omega

In the Bible, Jesus said, “I am the Alpha and the Omega, the first and the last, the beginning and the end.” While Jesus infers that he is at both the beginning and the end of time, we as investors can only operate in the present with a knowledge of what has come before. To better understand today’s commodity market circumstances, we believe investors should examine the herd mentality and the psychological backing that may lead to contrarian investment opportunities.

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September 8, 2015

CNBC Asia Squawk Box: Bill Smead on the US economy

Looking forward to normalizing rates Squawk Box 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 guarantee of future

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August 18, 2015

Wall Street Journal: Tony Scherrer discusses media companies

Unplug From Media Stocks? Maybe Not By Saumya Vaishampayan 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 of future results. The securities

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August 18, 2015

Bloomberg: Tony Scherrer on Berkshire’s Holdings

Berkshire Increases Charter Stake, Keeps Some Trades Secret By Noah Buhayar 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 advice. Past performance is no guarantee of future results.

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August 18, 2015

Bloomberg: Bill Smead on Warren Buffett’s Latest Aquisition

Buffett Aerospace Play Signals Further Deal Ambitions: Real M&A By Brooke Sutherl and Rick Clough 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 advice. Past performance is no

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August 11, 2015
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