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Sales Desk – US  877.701.2883
Sales Desk – International  +353 1 525 9677
ValueAct Capital Takes $1 Billion Stake in American Express By Robin Sidel and Liz Hoffman 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
With Beijing being selected to host the 2022 Winter Olympics, we at Smead Capital took a moment to reflect on China. We concluded that posturing against China’s attempt to defy business cycles could be one of the best decisions we have made and could be the gift that keeps on giving. Warren Buffett once observed that you get to make approximately 20 major business decisions in your life. As long-duration common stock pickers, we think what you avoid can be just as important as what you select. In this missive we will share why we tend to avoid companies with major exposure to China, and why that could be a good thing for stock-pickers like ourselves.
Storm clouds seem to build by the day. Many investors have an ongoing love affair with a few large-cap and more futuristic companies, yet they have corrected the prices of any stock with disappointing earnings or an attachment to the production of commodities.
Bull vs. bear: Bank of America shakeup Hosted by Simon Hobbs & Sara Eisen. 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
AmEx Second-Quarter Profit Drops as Card-Spending Growth Slows By Elizabeth Dexheimer 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.
Bidding on eBay Squawk Box hosted Becky Quick and Joe Kernen  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
Still risk in passive trades: Squawk Box Europe hosted by Stephen Sedgwick & Karen Tso Video Embed Size: 530 X 298 640 X 360 For more information go to www.cnbc.com. Â The information contained in this tv appearance represents SCM’s opinions, and should not be
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
 Can Millennials boost BAC? 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. The
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.
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