Author: Smead Capital Management

Forbes: CIO Bill Smead on JPM earnings

JPMorgan’s Second Quarter Earnings Beat Is All About Jamie Dimon’s Pledge To Cut Expenses By Antoine Gara For more information go to www.forbes.com. The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance

⟶ Keep Reading

Bloomberg: Bill Smead on Evan Greenberg and Chubb

Evan Greenberg, Long in Father’s Shadow, Comes Into His Own By Sonali Basak, Selina Y Wang, and 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.

⟶ Keep Reading

WSJ: Bill Smead discusses the ACE/Chubb deal

ACE Agrees to Buy Chubb for $28.3 Billion By Lisa Beilfuss and Leslie Scism 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

⟶ Keep Reading

CNBC Asia Squawk Box: Cole Smead on Greece and U.S. Economy

Are Greek fears overblown? Possibly Squawk Box hosted by Susan Li   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. The securities identified and described

⟶ Keep Reading

Barron’s: Bill Smead discusses Merck’s Pipeline

Merck’s New-Drug Pipeline Looks Promising By Avi Salzman 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

⟶ Keep Reading

Peter Lynch on Today

Peter Lynch was one of the most successful stock pickers of all time. From 1977-1990, he managed the Fidelity Magellan fund and produced returns of 29.2% per year, besting the S&P 500 Index returns of 15.8%. The Magellan fund grew from $18 million to $19 billion in assets during that time period. What Lynch said about market timing and investor sentiment appears very useful to long-duration common stock owners like us.

⟶ Keep Reading

CNBC Closing Bell: Bill Smead on U.S. Stocks

Closing Bell — Bullish on equities, including US Hosted Kelly Evans 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.

⟶ Keep Reading
Scroll to Top